Lee Financial Co CNQ — CANADIAN NAT RES LTD

Ownership history in Lee Financial Co  ·  26 quarters on record

AI Ownership Summary

Lee Financial Co reported CANADIAN NAT RES LTD (CNQ) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q1. The latest visible filing shows CNQ at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lee Financial Co's position in CANADIAN NAT RES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CNQ was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CNQ stock page Lee Financial Co fund profile Lee Financial Co full holdings
How Lee Financial Co held CNQ — position size vs. price
% of Fund (quarterly)    CNQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 37,770 -6,170 -14.0% 0.26% $1.8M 2026-04-13 $46.85
2025 Q4 REDUCED 11.1% +45.2% ❌ 43,940 -5,509 -11.1% 0.20% $1.5M 2026-01-22 $35.17
2025 Q3 REDUCED — — — 49,449 -495 -1.0% 0.20% $1.6M 2025-11-04 $31.09
2025 Q2 ADDED — — — 49,944 +4,826 +10.7% 0.23% $1.6M 2025-07-24 $31.36
2025 Q1 REDUCED 10.3% +3.3% ❌ 45,118 -5,162 -10.3% 0.21% $1.4M 2025-05-13 $31.52
2024 Q4 REDUCED — — — 50,280 -749 -1.5% 0.22% $1.6M 2025-01-30 $29.87
2024 Q3 ADDED — — — 51,029 +4,714 +10.2% 0.24% $1.7M 2024-11-14 $32.44
2024 Q2 ADDED — — — 46,315 +21,750 +88.5% 0.27% $1.7M 2024-08-14 $34.03
2024 Q1 REDUCED — — — 24,565 -238 -1.0% 0.31% $1.9M 2024-05-15 $35.40
2023 Q4 REDUCED — — — 24,803 -13 -0.1% 0.29% $1.6M 2024-02-08 $27.91
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CNQ

As of 2026 Q1 — sorted by position size

YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 10.75% Rempart Asset Management Inc. 3Y 5.76% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 4.16% Baskin Financial Services Inc. 3Y 7Y 3.91% Addenda Capital Inc. 3Y 7Y 3.49% Turn8 Private Wealth Inc. 3.03% Marathon Asset Management Ltd 3Y 3.0% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 2.9% Pacifica Partners Inc. 3Y 2.88% Alberta Investment Management Corp 3Y 7Y 2.6%

FAQ About Lee Financial Co and CNQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lee Financial Co reported owning CNQ?

Lee Financial Co reported CNQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CNQ position in Lee Financial Co's portfolio?

The largest reported portfolio weight for CNQ was 0.31% in 2024 Q1.

What is the latest reported CNQ position on this page?

The most recent filing on this page is 2026 Q1, when Lee Financial Co reported 37,770 shares, equal to 0.26% of portfolio, with an estimated market value of $1.8M.

What does the chart on this CNQ ownership page compare?

The chart compares Lee Financial Co's quarterly CNQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lee Financial Co time their CNQ position?

Based on 13F filing dates vs. subsequent CNQ price moves, Lee Financial Co correctly timed 8 out of 21 reported position changes (38%).

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