Perigon Wealth Management
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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
Q3 		$224K Buy
2,631
+240
+10% +$21.8K ﹤0.01% 1323
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Perigon Wealth Management's CP Position: Q3 2026 in Review

Perigon Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 10% in Q3 2026, buying an estimated $21.8K and bringing the position to 2,631 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Perigon Wealth Management first reported a position in CP in Q1 2016 and has held it in 19 quarters since. The position peaked at $305K in Q3 2024. 221 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Perigon Wealth Management held 2,631 shares of Canadian Pacific Kansas City worth $224K as of Q3 2026.
  • Perigon Wealth Management bought 240 Canadian Pacific Kansas City shares in Q3 2026, an estimated $21.8K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1323 holding.
  • Perigon Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's Canadian Pacific Kansas City position peaked at $305K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.