Trifecta Capital Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-28	Closed	-$2.09K	–	304
2025 Q3	$2.09K	Hold	28	–	–	﹤0.01%	333
2025 Q2	$2.22K	Hold	28	–	–	﹤0.01%	331
2025 Q1	$1.97K	Hold	28	–	–	﹤0.01%	317
2024 Q4	$2.03K	Hold	28	–	–	﹤0.01%	302
2024 Q3	$2.4K	Hold	28	–	–	﹤0.01%	293
2024 Q2	$2.21K	Hold	28	–	–	﹤0.01%	300
2024 Q1	$2.47K	Hold	28	–	–	﹤0.01%	286
2023 Q4	$2.21K	Hold	28	–	–	﹤0.01%	318
2023 Q3	$2.08K	Hold	28	–	–	﹤0.01%	304
2023 Q2	$2.26K	Hold	28	–	–	﹤0.01%	291
2023 Q1	$2.15K	Hold	28	–	–	﹤0.01%	296
2022 Q4	$2.09K	Buy	+28	New	+$2.11K	﹤0.01%	292

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return