Sigma Planning Corp
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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
Q3 		– Sell
-2,898
Closed -$251K – 1346
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sigma Planning Corp's CP Position: Q3 2026 in Review

Sigma Planning Corp sold out of Canadian Pacific Kansas City (CP) in Q3 2026, closing a stake of 2,898 shares — an estimated $251K sold.

Sigma Planning Corp first reported a position in CP in Q4 2021 and held it in 18 quarters. The position peaked at $480K in Q1 2024. 221 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Sigma Planning Corp reported no remaining Canadian Pacific Kansas City position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,898 Canadian Pacific Kansas City shares in Q3 2026, an estimated $251K.
  • Sigma Planning Corp first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 18 quarters.
  • Sigma Planning Corp's Canadian Pacific Kansas City position peaked at $480K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.