Transamerica Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Transamerica 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
2026 Q2	$12.3K	Buy	141 +59	+72%	+$5.05K	﹤0.01%	954
2026 Q1	$6.49K	Buy	82 +58	+242%	+$4.58K	﹤0.01%	996
2025 Q4	$1.77K	Sell	24 -11	-31%	-$810	﹤0.01%	1147
2025 Q3	$2.61K	Buy	+35	New	+$2.67K	﹤0.01%	999
2016 Q2	–	Sell	-1,500	Closed	-$40K	–	447
2016 Q1	$40K	Hold	1,500	–	–	﹤0.01%	389
2015 Q4	$39K	Hold	1,500	–	–	﹤0.01%	437
2015 Q3	$44K	Buy	+1,500	New	+$45.2K	﹤0.01%	401

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Transamerica Financial Advisors's CP Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 72% in Q2 2026, buying an estimated $5.05K and bringing the position to 141 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Transamerica Financial Advisors first reported a position in CP in Q3 2015 and has held it in 7 quarters since. The position peaked at $44K in Q3 2015. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Transamerica Financial Advisors held 141 shares of Canadian Pacific Kansas City worth $12.3K as of Q2 2026.
Transamerica Financial Advisors bought 59 Canadian Pacific Kansas City shares in Q2 2026, an estimated $5.05K.
Canadian Pacific Kansas City made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #954 holding.
Transamerica Financial Advisors first reported a position in Canadian Pacific Kansas City in Q3 2015 and has held it in 7 quarters since.
Transamerica Financial Advisors's Canadian Pacific Kansas City position peaked at $44K in Q3 2015.
977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.