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Bell Investment Advisors’s Copa Holdings CPA Stock Holding History

Bell Investment Advisors’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 		$63.6K Hold
409
– – 0.01% 238
2026
Q1 		$46.5K Sell
409
-35
-8% -$4.59K 0.01% 260
2025
Q4 		$53.6K Sell
444
-5
-1% -$612 0.01% 247
2025
Q3 		$53.4K Sell
449
-465
-51% -$53.2K 0.01% 235
2025
Q2 		$101K Buy
914
+73
+9% +$7.21K 0.02% 160
2025
Q1 		$77.8K Buy
841
+138
+20% +$12.8K 0.01% 167
2024
Q4 		$61.8K Buy
703
+77
+12% +$7.3K 0.01% 196
2024
Q3 		$58.7K Buy
626
+143
+30% +$12.9K 0.01% 206
2024
Q2 		$46K Buy
483
+100
+26% +$9.98K 0.01% 227
2024
Q1 		$39.9K Buy
383
+12
+3% +$1.19K 0.01% 243
2023
Q4 		$39.4K Buy
371
+26
+8% +$2.38K 0.01% 224
2023
Q3 		$30.7K Buy
345
+17
+5% +$1.76K 0.01% 239
2023
Q2 		$36.3K Buy
328
+34
+12% +$3.41K 0.01% 205
2023
Q1 		$27.2K Buy
294
+5
+2% +$454 0.01% 246
2022
Q4 		$24K Buy
289
+53
+22% +$4.17K 0.01% 273
2022
Q3 		$16K Buy
236
+59
+33% +$4.11K 0.01% 296
2022
Q2 		$11K Buy
+177
New +$12.5K ﹤0.01% 394
2021
Q4 		$8K Buy
100
+32
+47% +$2.51K ﹤0.01% 548
2021
Q3 		$6K Buy
+68
New +$5.08K ﹤0.01% 617

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bell Investment Advisors's CPA Position: Q2 2026 in Review

Bell Investment Advisors held its Copa Holdings (CPA) position steady in Q2 2026 at 409 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #238.

Bell Investment Advisors first reported a position in CPA in Q3 2021 and has held it in 19 quarters since. The position peaked at $101K in Q2 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Bell Investment Advisors held 409 shares of Copa Holdings worth $63.6K as of Q2 2026.
  • Bell Investment Advisors left its Copa Holdings share count unchanged in Q2 2026.
  • Copa Holdings made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Bell Investment Advisors first reported a position in Copa Holdings in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Copa Holdings position peaked at $101K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.