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Cornerstone Planning Group’s Copa Holdings CPA Stock Holding History

Cornerstone Planning 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 		$5.41K Sell
39
-16
-29% -$2.08K ﹤0.01% 1067
2026
Q1 		$6.25K Hold
55
– – ﹤0.01% 1035
2025
Q4 		$7.47K Hold
55
– – ﹤0.01% 865
2025
Q3 		$6.82K Buy
+55
New +$6.29K ﹤0.01% 869

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

Cornerstone Planning Group's CPA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Copa Holdings (CPA) stake by 29% in Q2 2026, selling an estimated $2.08K and leaving 39 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Cornerstone Planning Group first reported a position in CPA in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.47K in Q4 2025. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Cornerstone Planning Group held 39 shares of Copa Holdings worth $5.41K as of Q2 2026.
  • Cornerstone Planning Group sold 16 Copa Holdings shares in Q2 2026, an estimated $2.08K.
  • Copa Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1067 holding.
  • Cornerstone Planning Group first reported a position in Copa Holdings in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Copa Holdings position peaked at $7.47K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.