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United Financial Planning Group’s Canadian Pacific Kansas City CP Stock Holding History

United Financial Planning Group’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 		– Sell
-157
Closed -$11.6K – 505
2025
Q4 		$11.6K Buy
+157
New +$11.6K 0.01% 184

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

United Financial Planning Group's CP Position: Q1 2026 in Review

United Financial Planning Group sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 157 shares — an estimated $11.6K sold.

United Financial Planning Group first reported a position in CP in Q4 2025 and held it in 1 quarter. The position peaked at $11.6K in Q4 2025. 958 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • United Financial Planning Group reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 157 Canadian Pacific Kansas City shares in Q1 2026, an estimated $11.6K.
  • United Financial Planning Group first reported a position in Canadian Pacific Kansas City in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Canadian Pacific Kansas City position peaked at $11.6K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.