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Sequoia Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Sequoia Financial Advisors’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 		$1.17M Sell
13,548
-1,702
-11% -$146K 0.01% 869
2026
Q1 		$1.2M Buy
15,250
+672
+5% +$53.1K 0.01% 812
2025
Q4 		$1.07M Sell
14,578
-77
-0.5% -$5.67K 0.01% 853
2025
Q3 		$1.09M Buy
14,655
+898
+7% +$68.6K 0.01% 736
2025
Q2 		$1.09M Buy
13,757
+848
+7% +$65.2K 0.01% 655
2025
Q1 		$906K Buy
12,909
+448
+4% +$34.1K 0.01% 655
2024
Q4 		$902K Buy
12,461
+483
+4% +$37.2K 0.01% 606
2024
Q3 		$1.02M Buy
11,978
+561
+5% +$46.1K 0.01% 538
2024
Q2 		$899K Sell
11,417
-365
-3% -$29.7K 0.01% 501
2024
Q1 		$1.04M Buy
11,782
+812
+7% +$68.2K 0.01% 468
2023
Q4 		$867K Buy
10,970
+775
+8% +$56.7K 0.01% 574
2023
Q3 		$759K Buy
10,195
+114
+1% +$9.04K 0.01% 402
2023
Q2 		$814K Buy
+10,081
New +$796K 0.01% 389
2023
Q1 		– Sell
-10,304
Closed -$769K – 847
2022
Q4 		$769K Buy
10,304
+5,271
+105% +$397K 0.02% 344
2022
Q3 		$336K Sell
5,033
-846
-14% -$63.9K 0.01% 359
2022
Q2 		$411K Buy
5,879
+340
+6% +$24.6K 0.01% 369
2022
Q1 		$457K Buy
5,539
+2,263
+69% +$170K 0.01% 375
2021
Q4 		$236K Buy
+3,276
New +$239K 0.01% 507

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

Sequoia Financial Advisors's CP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q2 2026, selling an estimated $146K and leaving 13,548 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #869.

Sequoia Financial Advisors first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q1 2026. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Sequoia Financial Advisors held 13,548 shares of Canadian Pacific Kansas City worth $1.17M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,702 Canadian Pacific Kansas City shares in Q2 2026, an estimated $146K.
  • Canadian Pacific Kansas City made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #869 holding.
  • Sequoia Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Canadian Pacific Kansas City position peaked at $1.2M in Q1 2026.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.