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SVB Wealth’s Canadian Pacific Kansas City CP Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,843
Closed -$200K – 762
2025
Q1 		$200K Sell
2,843
-283
-9% -$21.5K 0.01% 310
2024
Q4 		$226K Buy
+3,126
New +$241K ﹤0.01% 645
2024
Q3 		– Sell
-4,747
Closed -$374K – 133
2024
Q2 		$374K Sell
4,747
-194
-4% -$15.8K 0.01% 496
2024
Q1 		$436K Buy
4,941
+518
+12% +$43.5K 0.01% 513
2023
Q4 		$350K Buy
4,423
+1,439
+48% +$105K 0.01% 579
2023
Q3 		$222K Sell
2,984
-127
-4% -$10.1K ﹤0.01% 713
2023
Q2 		$251K Sell
3,111
-193
-6% -$15.2K ﹤0.01% 738
2023
Q1 		$254K Buy
3,304
+1
+0% +$77 ﹤0.01% 795
2022
Q4 		$246K Sell
3,303
-71
-2% -$5.34K ﹤0.01% 830
2022
Q3 		$225K Buy
+3,374
New +$255K ﹤0.01% 809
2018
Q4 		– Sell
-5,915
Closed -$250K – 411
2018
Q3 		$250K Sell
5,915
-1,555
-21% -$62.2K 0.01% 390
2018
Q2 		$273K Buy
+7,470
New +$275K 0.01% 385
2018
Q1 		– Sell
-6,410
Closed -$234K – 457
2017
Q4 		$234K Buy
6,410
+355
+6% +$12.4K 0.01% 435
2017
Q3 		$203K Buy
+6,055
New +$193K 0.01% 439
2015
Q3 		– Sell
-18,160
Closed -$582K – 555
2015
Q2 		$582K Buy
18,160
+400
+2% +$14.3K 0.02% 412
2015
Q1 		$649K Buy
17,760
+615
+4% +$22.7K 0.02% 376
2014
Q4 		$661K Buy
+17,145
New +$679K 0.02% 363

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

SVB Wealth's CP Position: Q2 2025 in Review

SVB Wealth sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 2,843 shares — an estimated $200K sold.

SVB Wealth first reported a position in CP in Q4 2014 and held it in 17 quarters. The position peaked at $661K in Q4 2014. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • SVB Wealth reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,843 Canadian Pacific Kansas City shares in Q2 2025, an estimated $200K.
  • SVB Wealth first reported a position in Canadian Pacific Kansas City in Q4 2014 and held it in 17 quarters.
  • SVB Wealth's Canadian Pacific Kansas City position peaked at $661K in Q4 2014.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.