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Sigma Planning Corp’s Canadian Pacific Kansas City CP Stock Holding History

Sigma Planning Corp’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 		$251K Sell
2,898
-232
-7% -$19.9K 0.01% 1208
2026
Q1 		$246K Sell
3,130
-13
-0.4% -$1.03K 0.01% 1130
2025
Q4 		$231K Buy
3,143
+12
+0.4% +$883 0.01% 1143
2025
Q3 		$233K Sell
3,131
-66
-2% -$5.04K 0.01% 1148
2025
Q2 		$253K Buy
3,197
+4
+0.1% +$308 0.01% 1061
2025
Q1 		$224K Sell
3,193
-256
-7% -$19.5K 0.01% 1078
2024
Q4 		$250K Sell
3,449
-325
-9% -$25K 0.01% 996
2024
Q3 		$323K Sell
3,774
-295
-7% -$24.3K 0.01% 930
2024
Q2 		$320K Sell
4,069
-1,378
-25% -$112K 0.01% 900
2024
Q1 		$480K Buy
+5,447
New +$457K 0.02% 779
2023
Q4 		– Sell
-5,977
Closed -$445K – 906
2023
Q3 		$445K Buy
5,977
+904
+18% +$71.7K 0.02% 766
2023
Q2 		$410K Buy
5,073
+301
+6% +$23.8K 0.01% 813
2023
Q1 		$367K Buy
4,772
+312
+7% +$24.1K 0.01% 936
2022
Q4 		$333K Buy
4,460
+1,454
+48% +$109K 0.01% 925
2022
Q3 		$201K Buy
3,006
+81
+3% +$6.12K 0.01% 1123
2022
Q2 		$204K Sell
2,925
-458
-14% -$33.2K 0.01% 1151
2022
Q1 		$279K Buy
3,383
+224
+7% +$16.9K 0.01% 1089
2021
Q4 		$227K Buy
+3,159
New +$231K 0.01% 1222

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

Sigma Planning Corp's CP Position: Q2 2026 in Review

Sigma Planning Corp reduced its Canadian Pacific Kansas City (CP) stake by 7.4% in Q2 2026, selling an estimated $19.9K and leaving 2,898 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1208.

Sigma Planning Corp first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $480K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Sigma Planning Corp held 2,898 shares of Canadian Pacific Kansas City worth $251K as of Q2 2026.
  • Sigma Planning Corp sold 232 Canadian Pacific Kansas City shares in Q2 2026, an estimated $19.9K.
  • Canadian Pacific Kansas City made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1208 holding.
  • Sigma Planning Corp first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
  • Sigma Planning Corp's Canadian Pacific Kansas City position peaked at $480K in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.