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Twin Peaks Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Twin Peaks Wealth 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
Q1 		$26.3K Buy
+334
New +$26.4K 0.01% 617
2025
Q3 		– Sell
-356
Closed -$26.7K – 567
2025
Q2 		$26.7K Buy
+356
New +$27.4K 0.01% 501

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Twin Peaks Wealth Advisors's CP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 334 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CP in Q2 2025 and has held it in 2 quarters since. The position peaked at $26.7K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 334 shares of Canadian Pacific Kansas City worth $26.3K as of Q1 2026.
  • Canadian Pacific Kansas City was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Canadian Pacific Kansas City made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #617 holding.
  • Twin Peaks Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Canadian Pacific Kansas City position peaked at $26.7K in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.