Empowered Funds’s Copa Holdings CPA Stock Holding History

Empowered Funds’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	$6.64M	Buy	42,699 +21,914	+105%	+$2.85M	0.04%	574
2026 Q1	$2.36M	Buy	+20,785	New	+$2.73M	0.02%	1017
2023 Q3	–	Sell	-42,121	Closed	-$4.66M	–	1218
2023 Q2	$4.66M	Buy	+42,121	New	+$4.22M	0.16%	151
2017 Q4	–	Sell	-6,073	Closed	-$756K	–	100
2017 Q3	$756K	Sell	6,073 -76	-1%	-$9.61K	0.49%	85
2017 Q2	$719K	Buy	+6,149	New	+$708K	0.58%	51

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

Empowered Funds's CPA Position: Q2 2026 in Review

Empowered Funds increased its Copa Holdings (CPA) stake by 105% in Q2 2026, buying an estimated $2.85M and bringing the position to 42,699 shares worth $6.64M. The position accounts for 0.04% of the portfolio, ranked #574.

Empowered Funds first reported a position in CPA in Q2 2017 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Empowered Funds held 42,699 shares of Copa Holdings worth $6.64M as of Q2 2026.
Empowered Funds bought 21,914 Copa Holdings shares in Q2 2026, an estimated $2.85M.
Copa Holdings made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #574 holding.
Empowered Funds first reported a position in Copa Holdings in Q2 2017 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.