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Summit Financial’s Canadian Pacific Kansas City CP Stock Holding History

Summit Financial’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 		$802K Buy
9,258
+22
+0.2% +$1.89K 0.01% 916
2026
Q1 		$727K Buy
9,236
+494
+6% +$39K 0.01% 887
2025
Q4 		$644K Buy
8,742
+576
+7% +$42.4K 0.01% 807
2025
Q3 		$608K Buy
8,166
+1,032
+14% +$78.8K 0.01% 828
2025
Q2 		$566K Buy
7,134
+420
+6% +$32.3K 0.01% 551
2025
Q1 		$471K Buy
6,714
+1,200
+22% +$91.3K 0.01% 527
2024
Q4 		$399K Buy
5,514
+462
+9% +$35.6K 0.01% 484
2024
Q3 		$432K Buy
5,052
+470
+10% +$38.6K 0.02% 395
2024
Q2 		$361K Buy
+4,582
New +$373K 0.02% 382

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

Summit Financial's CP Position: Q2 2026 in Review

Summit Financial increased its Canadian Pacific Kansas City (CP) stake by 0.24% in Q2 2026, buying an estimated $1.89K and bringing the position to 9,258 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #916.

Summit Financial first reported a position in CP in Q2 2024 and has held it in 9 quarters since. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Summit Financial held 9,258 shares of Canadian Pacific Kansas City worth $802K as of Q2 2026.
  • Summit Financial bought 22 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.89K.
  • Canadian Pacific Kansas City made up 0.01% of Summit Financial's portfolio in Q2 2026, its #916 holding.
  • Summit Financial first reported a position in Canadian Pacific Kansas City in Q2 2024 and has held it in 9 quarters since.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.