CFFP
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Center for Financial Planning’s Copa Holdings CPA Stock Holding History

Center for Financial Planning’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 		$80.3K Buy
+516
New +$67.2K 0.01% 265

Other funds holding CPA

CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Center for Financial Planning's CPA Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Copa Holdings (CPA) in Q2 2026: 516 shares worth $80.3K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

52 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Center for Financial Planning held 516 shares of Copa Holdings worth $80.3K as of Q2 2026.
  • Copa Holdings was a new Center for Financial Planning position in Q2 2026.
  • Copa Holdings made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #265 holding.
  • 52 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.