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Ares Financial Consulting’s Copa Holdings CPA Stock Holding History

Ares Financial Consulting’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 		$19K Hold
122
– – 0.01% 431
2026
Q1 		$14.4K Buy
122
+99
+430% +$13K 0.01% 467
2025
Q4 		$2.77K Buy
+23
New +$2.81K ﹤0.01% 601

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Ares Financial Consulting's CPA Position: Q2 2026 in Review

Ares Financial Consulting held its Copa Holdings (CPA) position steady in Q2 2026 at 122 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #431.

Ares Financial Consulting first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Ares Financial Consulting held 122 shares of Copa Holdings worth $19K as of Q2 2026.
  • Ares Financial Consulting left its Copa Holdings share count unchanged in Q2 2026.
  • Copa Holdings made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #431 holding.
  • Ares Financial Consulting first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.