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Prime Capital Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Prime Capital Investment Advisors’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 		$1.3M Hold
14,950
– – 0.01% 466
2026
Q1 		$1.18M Buy
14,950
+24
+0.2% +$1.9K 0.01% 471
2025
Q4 		$1.1M Sell
14,926
-270
-2% -$19.9K 0.01% 472
2025
Q3 		$1.13M Sell
15,196
-1,002
-6% -$76.5K 0.01% 453
2025
Q2 		$1.28M Sell
16,198
-2,743
-14% -$211K 0.02% 421
2025
Q1 		$1.33M Buy
18,941
+2,271
+14% +$173K 0.02% 446
2024
Q4 		$1.21M Sell
16,670
-3,661
-18% -$282K 0.02% 394
2024
Q3 		$1.74M Sell
20,331
-255
-1% -$21K 0.02% 334
2024
Q2 		$1.62M Sell
20,586
-1,085
-5% -$88.3K 0.02% 340
2024
Q1 		$1.91M Sell
21,671
-1,327
-6% -$111K 0.03% 351
2023
Q4 		$1.82M Buy
22,998
+6,634
+41% +$486K 0.03% 344
2023
Q3 		$1.22M Sell
16,364
-625
-4% -$49.6K 0.02% 316
2023
Q2 		$1.37M Buy
16,989
+2,148
+14% +$170K 0.03% 309
2023
Q1 		$1.14M Buy
14,841
+1,478
+11% +$114K 0.05% 226
2022
Q4 		$997K Buy
13,363
+698
+6% +$52.5K 0.04% 239
2022
Q3 		$845K Buy
12,665
+50
+0.4% +$3.77K 0.05% 189
2022
Q2 		$881K Buy
12,615
+1,032
+9% +$74.7K 0.05% 185
2022
Q1 		$833K Hold
11,583
– – 0.05% 186
2021
Q4 		$833K Buy
+11,583
New +$846K 0.04% 188
2019
Q1 		– Sell
-260
Closed -$9K – 332
2018
Q4 		$9K Buy
+260
New +$10.4K ﹤0.01% 278

Other funds holding CP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Prime Capital Investment Advisors's CP Position: Q2 2026 in Review

Prime Capital Investment Advisors held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 14,950 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #466.

Prime Capital Investment Advisors first reported a position in CP in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.91M in Q1 2024. 700 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Prime Capital Investment Advisors held 14,950 shares of Canadian Pacific Kansas City worth $1.3M as of Q2 2026.
  • Prime Capital Investment Advisors left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #466 holding.
  • Prime Capital Investment Advisors first reported a position in Canadian Pacific Kansas City in Q4 2018 and has held it in 20 quarters since.
  • Prime Capital Investment Advisors's Canadian Pacific Kansas City position peaked at $1.91M in Q1 2024.
  • 700 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.