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Concurrent Investment Advisors’s Copa Holdings CPA Stock Holding History

Concurrent 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 		$9.2M Sell
59,166
-434
-0.7% -$56.5K 0.08% 281
2026
Q1 		$6.77M Sell
59,600
-6,145
-9% -$807K 0.07% 288
2025
Q4 		$7.93M Buy
+65,745
New +$8.04M 0.09% 232

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

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

Concurrent Investment Advisors reduced its Copa Holdings (CPA) stake by 0.73% in Q2 2026, selling an estimated $56.5K and leaving 59,166 shares worth $9.2M. The position accounts for 0.08% of the portfolio, ranked #281.

Concurrent Investment Advisors first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Concurrent Investment Advisors held 59,166 shares of Copa Holdings worth $9.2M as of Q2 2026.
  • Concurrent Investment Advisors sold 434 Copa Holdings shares in Q2 2026, an estimated $56.5K.
  • Copa Holdings made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #281 holding.
  • Concurrent Investment Advisors first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.