CPG
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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
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 $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Cornerstone Planning Group's CPA Position: Q1 2026 in Review

Cornerstone Planning Group held its Copa Holdings (CPA) position steady in Q1 2026 at 55 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Cornerstone Planning Group first reported a position in CPA in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.47K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Cornerstone Planning Group held 55 shares of Copa Holdings worth $6.25K as of Q1 2026.
  • Cornerstone Planning Group left its Copa Holdings share count unchanged in Q1 2026.
  • Copa Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1035 holding.
  • Cornerstone Planning Group first reported a position in Copa Holdings in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Copa Holdings position peaked at $7.47K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.