DWM
COPL

Dakota Wealth Management’s Copley Acquisition Corp COPL Stock Holding History

Dakota Wealth Management’s Portfolio COPL Stock Details COPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Hold
25,125
– – 0.01% 696
2026
Q1 		$259K Sell
25,125
-2,000
-7% -$20.6K 0.01% 683
2025
Q4 		$277K Hold
27,125
– – ﹤0.01% 671
2025
Q3 		$274K Buy
+27,125
New +$273K 0.01% 570

Other funds holding COPL

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.1B AUM 13.6% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Dakota Wealth Management's COPL Position: Q2 2026 in Review

Dakota Wealth Management held its Copley Acquisition Corp (COPL) position steady in Q2 2026 at 25,125 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #696.

Dakota Wealth Management first reported a position in COPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $277K in Q4 2025. 37 funds tracked by Wall St. Rank hold COPL as of Q2 2026.

  • Dakota Wealth Management held 25,125 shares of Copley Acquisition Corp worth $262K as of Q2 2026.
  • Dakota Wealth Management left its Copley Acquisition Corp share count unchanged in Q2 2026.
  • Copley Acquisition Corp made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Dakota Wealth Management first reported a position in Copley Acquisition Corp in Q3 2025 and has held it in 4 quarters since.
  • Dakota Wealth Management's Copley Acquisition Corp position peaked at $277K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Copley Acquisition Corp as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.