Cardinal Point Capital Management Ulc Activity Analysis Q2 2026

Cardinal Point Capital Management Ulc's portfolio activity for the period ending June 30, 2026 (Q2 2026) shows a mix of strategic additions and disposals. The firm managed a substantial portfolio valued at $1.7 billion as of that date.

Prominent Purchases Observed

Cardinal Point Capital Management Ulc demonstrated significant buying activity in several holdings during Q2 2026:

• VANGUARD SCOTTSDALE FDS (VGIT) saw a substantial increase of approximately 4.04% in shares, indicating strong confidence in this fund.
• The firm significantly boosted its position in PIMCO ETF TR (PYLD), acquiring an additional ~7.14% of the ETF's shares, suggesting a focus on fixed income strategies.
• VANGUARD WORLD FD (VGT) was notably acquired by Cardinal Point Capital Management Ulc during this quarter, adding ~662.17% to its holdings in the fund.
• The investment firm also showed interest in FIRST TR EXCHANGE TRADED FD (AIRR), increasing its stake by about 410.48% through a substantial share purchase.

Furthermore, although VANGUARD INDEX FDS (VUG) and IVV are mentioned in the portfolio_indicators as significant buys but not listed under changed_holdings for this specific period, their inclusion suggests they were also likely increased during Q2 2026.

Notable Sales Observed

In contrast to its buying activity, Cardinal Point Capital Management Ulc divested from certain positions in Q2 2026:

• The largest sale by the firm was of CISCO SYS INC (CSCO), reducing its stake significantly by ~33.01% in shares.

While other holdings like VTI, VEU, and USFR experienced decreases overall (-1.16%, -1.48%, -2.59% respectively), these were not classified as significant sales according to the disclosed criteria for this quarter.