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Prospera Financial Services’s Canadian Pacific Kansas City CP Stock Holding History

Prospera Financial Services’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 		$10.1M Sell
116,727
-1,519
-1% -$130K 0.15% 155
2026
Q1 		$9.3M Sell
118,246
-1,608
-1% -$127K 0.15% 153
2025
Q4 		$8.83M Sell
119,854
-30,294
-20% -$2.23M 0.14% 154
2025
Q3 		$11.2M Sell
150,148
-9,546
-6% -$729K 0.19% 115
2025
Q2 		$12.7M Buy
159,694
+154,513
+2,982% +$11.9M 0.24% 95
2025
Q1 		$364K Sell
5,181
-1,437
-22% -$109K 0.01% 908
2024
Q4 		$479K Buy
6,618
+1,715
+35% +$132K 0.01% 756
2024
Q3 		$420K Buy
4,903
+190
+4% +$15.6K 0.01% 780
2024
Q2 		$371K Buy
4,713
+249
+6% +$20.3K 0.01% 828
2024
Q1 		$394K Buy
4,464
+76
+2% +$6.38K 0.01% 791
2023
Q4 		$347K Sell
4,388
-80
-2% -$5.86K 0.01% 788
2023
Q3 		$333K Sell
4,468
-1,139
-20% -$90.3K 0.01% 765
2023
Q2 		$453K Buy
5,607
+310
+6% +$24.5K 0.02% 647
2023
Q1 		$408K Buy
5,297
+1,400
+36% +$108K 0.02% 678
2022
Q4 		$291K Buy
3,897
+43
+1% +$3.23K 0.01% 722
2022
Q3 		$257K Buy
3,854
+1,019
+36% +$76.9K 0.01% 700
2022
Q2 		$198K Sell
2,835
-26
-0.9% -$1.88K 0.01% 741
2022
Q1 		$236K Buy
+2,861
New +$215K 0.01% 829
2020
Q4 		– Sell
-525
Closed -$32K – 840
2020
Q3 		$32K Buy
+525
New +$30K 0.01% 763

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

Prospera Financial Services's CP Position: Q2 2026 in Review

Prospera Financial Services reduced its Canadian Pacific Kansas City (CP) stake by 1.3% in Q2 2026, selling an estimated $130K and leaving 116,727 shares worth $10.1M. The position accounts for 0.15% of the portfolio, ranked #155.

Prospera Financial Services first reported a position in CP in Q3 2020 and has held it in 19 quarters since. The position peaked at $12.7M in Q2 2025. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Prospera Financial Services held 116,727 shares of Canadian Pacific Kansas City worth $10.1M as of Q2 2026.
  • Prospera Financial Services sold 1,519 Canadian Pacific Kansas City shares in Q2 2026, an estimated $130K.
  • Canadian Pacific Kansas City made up 0.15% of Prospera Financial Services's portfolio in Q2 2026, its #155 holding.
  • Prospera Financial Services first reported a position in Canadian Pacific Kansas City in Q3 2020 and has held it in 19 quarters since.
  • Prospera Financial Services's Canadian Pacific Kansas City position peaked at $12.7M in Q2 2025.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.