SS&H Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

SS&H 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
2025 Q4	$478K	Hold	6,489	–	–	0.14%	96
2025 Q3	$483K	Hold	6,489	–	–	0.15%	96
2025 Q2	$514K	Hold	6,489	–	–	0.17%	86
2025 Q1	$456K	Hold	6,489	–	–	0.17%	91
2024 Q4	$470K	Hold	6,489	–	–	0.17%	95
2024 Q3	$555K	Hold	6,489	–	–	0.2%	86
2024 Q2	$510K	Hold	6,489	–	–	0.2%	85
2024 Q1	$572K	Hold	6,489	–	–	0.24%	83
2023 Q4	$513K	Hold	6,489	–	–	0.22%	85
2023 Q3	$483K	Buy	+6,489	New	+$515K	0.23%	87
2023 Q1	–	Sell	-7,065	Closed	-$527K	–	119
2022 Q4	$527K	Hold	7,065	–	–	0.25%	81
2022 Q3	$471K	Hold	7,065	–	–	0.24%	80
2022 Q2	$493K	Hold	7,065	–	–	0.23%	84
2022 Q1	$583K	Buy	+7,065	New	+$532K	0.23%	89

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

SS&H Financial Advisors's CP Position: Q4 2025 in Review

SS&H Financial Advisors held its Canadian Pacific Kansas City (CP) position steady in Q4 2025 at 6,489 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #96.

SS&H Financial Advisors first reported a position in CP in Q1 2022 and has held it in 14 quarters since. The position peaked at $583K in Q1 2022. 961 funds tracked by Wall St. Rank hold CP as of Q4 2025.

SS&H Financial Advisors held 6,489 shares of Canadian Pacific Kansas City worth $478K as of Q4 2025.
SS&H Financial Advisors left its Canadian Pacific Kansas City share count unchanged in Q4 2025.
Canadian Pacific Kansas City made up 0.14% of SS&H Financial Advisors's portfolio in Q4 2025, its #96 holding.
SS&H Financial Advisors first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 14 quarters since.
SS&H Financial Advisors's Canadian Pacific Kansas City position peaked at $583K in Q1 2022.
961 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.