Roxbury Financial
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Roxbury Financial’s Canadian Pacific Kansas City CP Stock Holding History

Roxbury Financial’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 		$114K Hold
1,340
– – 0.09% 141
2026
Q2 		$116K Buy
1,340
+874
+188% +$74.9K 0.09% 135
2026
Q1 		$36.7K Sell
466
-40
-8% -$3.16K 0.03% 209
2025
Q4 		$37.2K Sell
506
-35
-6% -$2.58K 0.03% 208
2025
Q3 		$40.3K Sell
541
-207
-28% -$15.8K 0.04% 198
2025
Q2 		$59.3K Sell
748
-346
-32% -$26.6K 0.06% 158
2025
Q1 		$85.2K Sell
1,094
-70
-6% -$5.32K 0.08% 128
2024
Q4 		$89.2K Buy
+1,164
New +$89.7K 0.09% 121

Other funds holding CP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Roxbury Financial's CP Position: Q3 2026 in Review

Roxbury Financial held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 1,340 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #141.

Roxbury Financial first reported a position in CP in Q4 2024 and has held it in 8 quarters since. The position peaked at $116K in Q2 2026. 504 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Roxbury Financial held 1,340 shares of Canadian Pacific Kansas City worth $114K as of Q3 2026.
  • Roxbury Financial left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
  • Canadian Pacific Kansas City made up 0.09% of Roxbury Financial's portfolio in Q3 2026, its #141 holding.
  • Roxbury Financial first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Canadian Pacific Kansas City position peaked at $116K in Q2 2026.
  • 504 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.