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Bare Financial Services’s Copa Holdings CPA Stock Holding History

Bare Financial 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
Q1 		$1.25K Buy
+11
New +$1.44K ﹤0.01% 1156
2025
Q4 		– Sell
-4
Closed -$475 – 1576
2025
Q3 		$475 Buy
+4
New +$458 ﹤0.01% 1325

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Bare Financial Services's CPA Position: Q1 2026 in Review

Bare Financial Services opened a new position in Copa Holdings (CPA) in Q1 2026: 11 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in CPA as recently as Q3 2025.

Bare Financial Services first reported a position in CPA in Q3 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Bare Financial Services held 11 shares of Copa Holdings worth $1.25K as of Q1 2026.
  • Copa Holdings was a new Bare Financial Services position in Q1 2026.
  • Copa Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1156 holding.
  • Bare Financial Services first reported a position in Copa Holdings in Q3 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.