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Summit Securities Group’s Canadian Pacific Kansas City CP Stock Holding History

Summit Securities 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
2023
Q2 		– Sell
-4,000
Closed -$308K – 913
2023
Q1 		$308K Buy
+4,000
New +$309K 0.03% 171

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 Securities Group's CP Position: Q2 2026 in Review

Summit Securities Group opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 14,000 shares worth $1.21M. The stake represents 0.12% of the portfolio and ranks #101 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CP as recently as Q1 2015.

Summit Securities Group first reported a position in CP in Q4 2013 and has held it in 3 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Summit Securities Group held 14,000 shares of Canadian Pacific Kansas City worth $1.21M as of Q2 2026.
  • Canadian Pacific Kansas City was a new Summit Securities Group position in Q2 2026.
  • Canadian Pacific Kansas City made up 0.12% of Summit Securities Group's portfolio in Q2 2026, its #101 holding.
  • Summit Securities Group first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 3 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.