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Burney Company’s Copa Holdings CPA Stock Holding History

Burney Company’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 		$12.1M Buy
77,576
+16,787
+28% +$2.18M 0.33% 48
2026
Q1 		$6.91M Buy
60,789
+54,757
+908% +$7.19M 0.22% 84
2025
Q4 		$728K Buy
6,032
+111
+2% +$13.6K 0.02% 379
2025
Q3 		$704K Buy
+5,921
New +$678K 0.02% 364

Other funds holding CPA

CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Burney Company's CPA Position: Q2 2026 in Review

Burney Company increased its Copa Holdings (CPA) stake by 28% in Q2 2026, buying an estimated $2.18M and bringing the position to 77,576 shares worth $12.1M. The position accounts for 0.33% of the portfolio, ranked #48.

Burney Company first reported a position in CPA in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Burney Company held 77,576 shares of Copa Holdings worth $12.1M as of Q2 2026.
  • Burney Company bought 16,787 Copa Holdings shares in Q2 2026, an estimated $2.18M.
  • Copa Holdings made up 0.33% of Burney Company's portfolio in Q2 2026, its #48 holding.
  • Burney Company first reported a position in Copa Holdings in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.