Cornerstone Planning Group
CPA icon

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
Q3 		– Sell
-39
Closed -$5.41K – 482
2026
Q2 		$5.41K Sell
39
-16
-29% -$2.08K ﹤0.01% 1067
2026
Q1 		$6.25K Hold
55
– – ﹤0.01% 1035
2025
Q4 		$7.48K Hold
55
– – ﹤0.01% 865
2025
Q3 		$6.82K Buy
+55
New +$6.29K ﹤0.01% 869

Other funds holding CPA

Vontobel Holding
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Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Cornerstone Planning Group's CPA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Copa Holdings (CPA) in Q3 2026, closing a stake of 39 shares — an estimated $5.41K sold.

Cornerstone Planning Group first reported a position in CPA in Q3 2025 and held it in 4 quarters. The position peaked at $7.48K in Q4 2025. 53 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Copa Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 39 Copa Holdings shares in Q3 2026, an estimated $5.41K.
  • Cornerstone Planning Group first reported a position in Copa Holdings in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Copa Holdings position peaked at $7.48K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.