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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
Q2 		$410K Buy
4,727
+492
+12% +$42.2K ﹤0.01% 1174
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
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

Principal Securities's CP Position: Q2 2026 in Review

Principal Securities increased its Canadian Pacific Kansas City (CP) stake by 12% in Q2 2026, buying an estimated $42.2K and bringing the position to 4,727 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Principal Securities first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $612K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Principal Securities held 4,727 shares of Canadian Pacific Kansas City worth $410K as of Q2 2026.
  • Principal Securities bought 492 Canadian Pacific Kansas City shares in Q2 2026, an estimated $42.2K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1174 holding.
  • Principal Securities first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Canadian Pacific Kansas City position peaked at $612K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.