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Stonegate Investment Group’s Canadian Pacific Kansas City CP Stock Holding History

Stonegate Investment Group’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
Q3 		$227K Sell
3,043
-113
-4% -$8.63K 0.01% 373
2025
Q2 		$250K Buy
3,156
+152
+5% +$11.7K 0.01% 338
2025
Q1 		$211K Buy
3,004
+127
+4% +$9.66K 0.01% 333
2024
Q4 		$208K Sell
2,877
-291
-9% -$22.4K 0.01% 332
2024
Q3 		$271K Sell
3,168
-135
-4% -$11.1K 0.01% 292
2024
Q2 		$260K Buy
3,303
+941
+40% +$76.6K 0.01% 290
2024
Q1 		$208K Buy
+2,362
New +$198K 0.01% 310

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Stonegate Investment Group's CP Position: Q3 2025 in Review

Stonegate Investment Group reduced its Canadian Pacific Kansas City (CP) stake by 3.6% in Q3 2025, selling an estimated $8.63K and leaving 3,043 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #373.

Stonegate Investment Group first reported a position in CP in Q1 2024 and has held it in 7 quarters since. The position peaked at $271K in Q3 2024. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • Stonegate Investment Group held 3,043 shares of Canadian Pacific Kansas City worth $227K as of Q3 2025.
  • Stonegate Investment Group sold 113 Canadian Pacific Kansas City shares in Q3 2025, an estimated $8.63K.
  • Canadian Pacific Kansas City made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #373 holding.
  • Stonegate Investment Group first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 7 quarters since.
  • Stonegate Investment Group's Canadian Pacific Kansas City position peaked at $271K in Q3 2024.
  • 949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.