Principal Securities’s Canadian Pacific Kansas City CP Stock Holding History

Principal Securities’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 Q1	$333K	Sell	4,235 -11	-0.3%	-$869	﹤0.01%	1152
2025 Q4	$313K	Sell	4,246 -842	-17%	-$62K	﹤0.01%	1128
2025 Q3	$379K	Buy	5,088 +128	+3%	+$9.78K	0.01%	1019
2025 Q2	$393K	Sell	4,960 -2,804	-36%	-$216K	0.01%	960
2025 Q1	$562K	Hold	7,764	–	–	0.01%	730
2024 Q4	$562K	Buy	7,764 +610	+9%	+$47K	0.01%	727
2024 Q3	$612K	Buy	7,154 +934	+15%	+$76.8K	0.01%	691
2024 Q2	$490K	Buy	6,220 +316	+5%	+$25.7K	0.01%	707
2024 Q1	$521K	Buy	5,904 +1,529	+35%	+$128K	0.02%	650
2023 Q4	$346K	Buy	+4,375	New	+$320K	0.01%	744

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Principal Securities's CP Position: Q1 2026 in Review

Principal Securities reduced its Canadian Pacific Kansas City (CP) stake by 0.26% in Q1 2026, selling an estimated $869 and leaving 4,235 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Principal Securities first reported a position in CP in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Principal Securities held 4,235 shares of Canadian Pacific Kansas City worth $333K as of Q1 2026.
Principal Securities sold 11 Canadian Pacific Kansas City shares in Q1 2026, an estimated $869.
Canadian Pacific Kansas City made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1152 holding.
Principal Securities first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Canadian Pacific Kansas City position peaked at $612K in Q3 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.