Chicago Partners Investment Group’s Copa Holdings CPA Stock Holding History

Chicago Partners Investment Group’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	$427K	Buy	3,148 +822	+35%	+$107K	0.01%	1085
2026 Q1	$278K	Buy	+2,326	New	+$305K	0.01%	1181

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

Chicago Partners Investment Group's CPA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Copa Holdings (CPA) stake by 35% in Q2 2026, buying an estimated $107K and bringing the position to 3,148 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1085.

Chicago Partners Investment Group first reported a position in CPA in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Chicago Partners Investment Group held 3,148 shares of Copa Holdings worth $427K as of Q2 2026.
Chicago Partners Investment Group bought 822 Copa Holdings shares in Q2 2026, an estimated $107K.
Copa Holdings made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1085 holding.
Chicago Partners Investment Group first reported a position in Copa Holdings in Q1 2026 and has held it in 2 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.