Baker Avenue Asset Management’s Copa Holdings CPA Stock Holding History

Baker Avenue Asset Management’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	$243K	Buy	+1,562	New	+$203K	﹤0.01%	729
2023 Q4	–	Sell	-21	Closed	-$1.87K	–	597
2023 Q3	$1.87K	Buy	+21	New	+$2.18K	﹤0.01%	1147
2023 Q2	–	Sell	-5	Closed	-$462	–	1613
2023 Q1	$462	Buy	+5	New	+$454	﹤0.01%	1467

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

Baker Avenue Asset Management's CPA Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Copa Holdings (CPA) in Q2 2026: 1,562 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in CPA as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in CPA in Q1 2023 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Baker Avenue Asset Management held 1,562 shares of Copa Holdings worth $243K as of Q2 2026.
Copa Holdings was a new Baker Avenue Asset Management position in Q2 2026.
Copa Holdings made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #729 holding.
Baker Avenue Asset Management first reported a position in Copa Holdings in Q1 2023 and has held it in 3 quarters since.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.