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

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

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.

325 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.
325 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.