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Wellspring Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Wellspring Financial 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 		– Sell
-3,008
Closed -$222K – 289
2025
Q4 		$222K Buy
+3,008
New +$221K 0.02% 250

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

Wellspring Financial Advisors's CP Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 3,008 shares — an estimated $222K sold.

Wellspring Financial Advisors first reported a position in CP in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 3,008 Canadian Pacific Kansas City shares in Q1 2026, an estimated $222K.
  • Wellspring Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Canadian Pacific Kansas City position peaked at $222K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.