Smartleaf Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Smartleaf Asset Management’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 Q1	$323K	Sell	4,161 -209	-5%	-$16.5K	0.01%	640
2025 Q4	$325K	Buy	4,370 +864	+25%	+$63.6K	0.01%	628
2025 Q3	$257K	Buy	3,506 +3,042	+656%	+$232K	0.02%	641
2025 Q2	$36.3K	Sell	464 -328	-41%	-$25.2K	﹤0.01%	1299
2025 Q1	$55K	Sell	792 -47	-6%	-$3.58K	0.01%	1095
2024 Q4	$60.4K	Buy	839 +133	+19%	+$10.2K	0.01%	1089
2024 Q3	$60.3K	Buy	706 +527	+294%	+$43.3K	0.01%	858
2024 Q2	$14.1K	Buy	179 +29	+19%	+$2.36K	﹤0.01%	1208
2024 Q1	$13.3K	Buy	+150	New	+$12.6K	﹤0.01%	936

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Smartleaf Asset Management's CP Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Canadian Pacific Kansas City (CP) stake by 4.8% in Q1 2026, selling an estimated $16.5K and leaving 4,161 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #640.

Smartleaf Asset Management first reported a position in CP in Q1 2024 and has held it in 9 quarters since. The position peaked at $325K in Q4 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Smartleaf Asset Management held 4,161 shares of Canadian Pacific Kansas City worth $323K as of Q1 2026.
Smartleaf Asset Management sold 209 Canadian Pacific Kansas City shares in Q1 2026, an estimated $16.5K.
Canadian Pacific Kansas City made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #640 holding.
Smartleaf Asset Management first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Canadian Pacific Kansas City position peaked at $325K in Q4 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.