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Root Financial Partners’s Canadian Pacific Kansas City CP Stock Holding History

Root Financial Partners’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 		– Sell
-765
Closed -$60.2K – 998
2026
Q1 		$60.2K Buy
765
+435
+132% +$34.4K ﹤0.01% 789
2025
Q4 		$24.3K Buy
330
+126
+62% +$9.27K ﹤0.01% 1079
2025
Q3 		$15.2K Buy
+204
New +$15.6K ﹤0.01% 1256

Other funds holding CP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Root Financial Partners's CP Position: Q2 2026 in Review

Root Financial Partners sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 765 shares — an estimated $60.2K sold.

Root Financial Partners first reported a position in CP in Q3 2025 and held it in 3 quarters. The position peaked at $60.2K in Q1 2026. 328 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Root Financial Partners reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 765 Canadian Pacific Kansas City shares in Q2 2026, an estimated $60.2K.
  • Root Financial Partners first reported a position in Canadian Pacific Kansas City in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Canadian Pacific Kansas City position peaked at $60.2K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.