SBK Financial
CP icon

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

SBK 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 		$21.3K Hold
250
– – 0.01% 152
2026
Q2 		$21.7K Buy
+250
New +$21.4K 0.01% 161

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

SBK Financial's CP Position: Q3 2026 in Review

SBK Financial held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 250 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #152.

SBK Financial first reported a position in CP in Q2 2026 and has held it in 2 quarters since. The position peaked at $21.7K in Q2 2026. 844 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • SBK Financial held 250 shares of Canadian Pacific Kansas City worth $21.3K as of Q3 2026.
  • SBK Financial left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
  • Canadian Pacific Kansas City made up 0.01% of SBK Financial's portfolio in Q3 2026, its #152 holding.
  • SBK Financial first reported a position in Canadian Pacific Kansas City in Q2 2026 and has held it in 2 quarters since.
  • SBK Financial's Canadian Pacific Kansas City position peaked at $21.7K in Q2 2026.
  • 844 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.