PWM
CP icon

Perigon Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Perigon Wealth Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Buy
+2,391
New +$205K ﹤0.01% 1356
2025
Q4 		– Sell
-2,777
Closed -$207K – 1322
2025
Q3 		$207K Sell
2,777
-47
-2% -$3.59K ﹤0.01% 1151
2025
Q2 		$224K Sell
2,824
-400
-12% -$30.8K 0.01% 956
2025
Q1 		$226K Sell
3,224
-189
-6% -$14.4K 0.01% 917
2024
Q4 		$254K Sell
3,413
-153
-4% -$11.8K 0.01% 878
2024
Q3 		$305K Buy
3,566
+424
+13% +$34.9K 0.01% 783
2024
Q2 		$247K Sell
3,142
-37
-1% -$3.01K 0.01% 758
2024
Q1 		$280K Buy
+3,179
New +$267K 0.01% 701
2021
Q1 		– Sell
-525
Closed -$36K – 600
2020
Q4 		$36K Buy
+525
New +$34.2K ﹤0.01% 849
2018
Q2 		– Sell
-150
Closed -$5K – 309
2018
Q1 		$5K Hold
150
– – ﹤0.01% 554
2017
Q4 		$5K Hold
150
– – ﹤0.01% 531
2017
Q3 		$5K Hold
150
– – ﹤0.01% 551
2017
Q2 		$5K Hold
150
– – ﹤0.01% 528
2017
Q1 		$4K Sell
150
-285
-66% -$8.46K ﹤0.01% 574
2016
Q4 		$13K Hold
435
– – ﹤0.01% 523
2016
Q3 		$13K Buy
435
+285
+190% +$8.37K ﹤0.01% 449
2016
Q2 		$4K Hold
150
– – ﹤0.01% 401
2016
Q1 		$4K Buy
+150
New +$3.66K ﹤0.01% 247

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Perigon Wealth Management's CP Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 2,391 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in CP as recently as Q3 2025.

Perigon Wealth Management first reported a position in CP in Q1 2016 and has held it in 18 quarters since. The position peaked at $305K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Perigon Wealth Management held 2,391 shares of Canadian Pacific Kansas City worth $207K as of Q2 2026.
  • Canadian Pacific Kansas City was a new Perigon Wealth Management position in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1356 holding.
  • Perigon Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2016 and has held it in 18 quarters since.
  • Perigon Wealth Management's Canadian Pacific Kansas City position peaked at $305K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.