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CSM Advisors’s Copa Holdings CPA Stock Holding History

CSM Advisors’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 		$8.64M Buy
55,525
+3,784
+7% +$493K 0.18% 130
2026
Q1 		$5.88M Buy
51,741
+4,593
+10% +$603K 0.14% 162
2025
Q4 		$5.69M Buy
47,148
+2,351
+5% +$288K 0.15% 147
2025
Q3 		$5.32M Buy
44,797
+5,443
+14% +$623K 0.15% 158
2025
Q2 		$4.33M Buy
+39,354
New +$3.88M 0.13% 195

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

CSM Advisors's CPA Position: Q2 2026 in Review

CSM Advisors increased its Copa Holdings (CPA) stake by 7.3% in Q2 2026, buying an estimated $493K and bringing the position to 55,525 shares worth $8.64M. The position accounts for 0.18% of the portfolio, ranked #130.

CSM Advisors first reported a position in CPA in Q2 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • CSM Advisors held 55,525 shares of Copa Holdings worth $8.64M as of Q2 2026.
  • CSM Advisors bought 3,784 Copa Holdings shares in Q2 2026, an estimated $493K.
  • Copa Holdings made up 0.18% of CSM Advisors's portfolio in Q2 2026, its #130 holding.
  • CSM Advisors first reported a position in Copa Holdings in Q2 2025 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.