Washington Trust Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Washington Trust 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	$275K	Sell	3,495 -500	-13%	-$39.5K	0.02%	195
2025 Q4	$294K	Sell	3,995 -200	-5%	-$14.7K	0.02%	188
2025 Q3	$312K	Sell	4,195 -175	-4%	-$13.4K	0.02%	181
2025 Q2	$346K	Hold	4,370	–	–	0.03%	157
2025 Q1	$307K	Hold	4,370	–	–	0.03%	162
2024 Q4	$316K	Sell	4,370 -600	-12%	-$46.2K	0.03%	159
2024 Q3	$425K	Sell	4,970 -100	-2%	-$8.22K	0.04%	138
2024 Q2	$399K	Hold	5,070	–	–	0.04%	137
2024 Q1	$447K	Sell	5,070 -4,352	-46%	-$365K	0.04%	130
2023 Q4	$745K	Sell	9,422 -600	-6%	-$43.9K	0.07%	109
2023 Q3	$746K	Sell	10,022 -1,400	-12%	-$111K	0.08%	107
2023 Q2	$923K	Sell	11,422 -1,462	-11%	-$115K	0.09%	101
2023 Q1	$991K	Sell	12,884 -900	-7%	-$69.5K	0.1%	95
2022 Q4	$1.03M	Sell	13,784 -8,107	-37%	-$610K	0.11%	95
2022 Q3	$1.46M	Sell	21,891 -12,881	-37%	-$973K	0.14%	89
2022 Q2	$2.43M	Sell	34,772 -14,932	-30%	-$1.08M	0.21%	79
2022 Q1	$4.1M	Sell	49,704 -877	-2%	-$66K	0.29%	68
2021 Q4	$3.64M	Buy	+50,581	New	+$3.69M	0.25%	74

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Washington Trust Advisors's CP Position: Q1 2026 in Review

Washington Trust Advisors reduced its Canadian Pacific Kansas City (CP) stake by 13% in Q1 2026, selling an estimated $39.5K and leaving 3,495 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #195.

Washington Trust Advisors first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.1M in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Washington Trust Advisors held 3,495 shares of Canadian Pacific Kansas City worth $275K as of Q1 2026.
Washington Trust Advisors sold 500 Canadian Pacific Kansas City shares in Q1 2026, an estimated $39.5K.
Canadian Pacific Kansas City made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #195 holding.
Washington Trust Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Canadian Pacific Kansas City position peaked at $4.1M in Q1 2022.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.