Ameritas Advisory Services’s Copa Holdings CPA Stock Holding History

Ameritas Advisory Services’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33K	Buy	+15	New	+$1.95K	﹤0.01%	1672
2026 Q1	–	Sell	-1,678	Closed	-$202K	–	1092
2025 Q4	$202K	Buy	+1,678	New	+$205K	0.01%	905

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameritas Advisory Services's CPA Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Copa Holdings (CPA) in Q2 2026: 15 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CPA as recently as Q4 2025.

Ameritas Advisory Services first reported a position in CPA in Q4 2025 and has held it in 2 quarters since. The position peaked at $202K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Ameritas Advisory Services held 15 shares of Copa Holdings worth $2.33K as of Q2 2026.
Copa Holdings was a new Ameritas Advisory Services position in Q2 2026.
Copa Holdings made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1672 holding.
Ameritas Advisory Services first reported a position in Copa Holdings in Q4 2025 and has held it in 2 quarters since.
Ameritas Advisory Services's Copa Holdings position peaked at $202K in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.