Crestwood Advisors Group’s Copa Holdings CPA Stock Holding History

Crestwood Advisors 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	$266K	Buy	+1,709	New	+$222K	﹤0.01%	729

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Crestwood Advisors Group's CPA Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Copa Holdings (CPA) in Q2 2026: 1,709 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Crestwood Advisors Group held 1,709 shares of Copa Holdings worth $266K as of Q2 2026.
Copa Holdings was a new Crestwood Advisors Group position in Q2 2026.
Copa Holdings made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #729 holding.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.