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Convergence Financial’s Copa Holdings CPA Stock Holding History

Convergence Financial’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 		$1.18M Sell
7,604
-112
-1% -$14.6K 0.09% 114
2026
Q1 		$877K Buy
7,716
+3,750
+95% +$492K 0.09% 110
2025
Q4 		$478K Buy
+3,966
New +$485K 0.07% 125

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

Convergence Financial's CPA Position: Q2 2026 in Review

Convergence Financial reduced its Copa Holdings (CPA) stake by 1.5% in Q2 2026, selling an estimated $14.6K and leaving 7,604 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #114.

Convergence Financial first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Convergence Financial held 7,604 shares of Copa Holdings worth $1.18M as of Q2 2026.
  • Convergence Financial sold 112 Copa Holdings shares in Q2 2026, an estimated $14.6K.
  • Copa Holdings made up 0.09% of Convergence Financial's portfolio in Q2 2026, its #114 holding.
  • Convergence Financial first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.