Root Financial Partners
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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
Q3 		$66.4K Buy
+780
New +$70.7K ﹤0.01% 938
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Root Financial Partners's CP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Canadian Pacific Kansas City (CP) in Q3 2026: 780 shares worth $66.4K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CP as recently as Q1 2026.

Root Financial Partners first reported a position in CP in Q3 2025 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Root Financial Partners held 780 shares of Canadian Pacific Kansas City worth $66.4K as of Q3 2026.
  • Canadian Pacific Kansas City was a new Root Financial Partners position in Q3 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #938 holding.
  • Root Financial Partners first reported a position in Canadian Pacific Kansas City in Q3 2025 and has held it in 4 quarters since.
  • 844 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.