Umpqua Bank’s Canadian Pacific Kansas City CP Stock Holding History

Umpqua Bank’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	$250K	Hold	2,884	–	–	0.06%	150
2026 Q1	$227K	Hold	2,884	–	–	0.06%	151
2025 Q4	$212K	Hold	2,884	–	–	0.06%	152
2025 Q3	$221K	Sell	2,884 -4,500	-61%	-$344K	0.06%	154
2025 Q2	$596K	Hold	7,384	–	–	0.18%	102
2025 Q1	$518K	Sell	7,384 -80	-1%	-$6.09K	0.18%	104
2024 Q4	$554K	Buy	7,464 +80	+1%	+$6.16K	0.19%	101
2024 Q3	$632K	Hold	7,384	–	–	0.23%	97
2024 Q2	$581K	Hold	7,384	–	–	0.23%	95
2024 Q1	$651K	Buy	+7,384	New	+$620K	0.27%	86

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

Umpqua Bank's CP Position: Q2 2026 in Review

Umpqua Bank held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 2,884 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #150.

Umpqua Bank first reported a position in CP in Q1 2024 and has held it in 10 quarters since. The position peaked at $651K in Q1 2024. 968 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Umpqua Bank held 2,884 shares of Canadian Pacific Kansas City worth $250K as of Q2 2026.
Umpqua Bank left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.06% of Umpqua Bank's portfolio in Q2 2026, its #150 holding.
Umpqua Bank first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's Canadian Pacific Kansas City position peaked at $651K in Q1 2024.
968 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.