Evelyn Partners’s Copa Holdings CPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$69.6K Hold
528
– – ﹤0.01% 398
2026
Q2
$82.1K Buy
+528
New +$68.7K ﹤0.01% 330

Other funds holding CPA

Evelyn Partners's CPA Position: Q3 2026 in Review

Evelyn Partners held its Copa Holdings (CPA) position steady in Q3 2026 at 528 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Evelyn Partners first reported a position in CPA in Q2 2026 and has held it in 2 quarters since. The position peaked at $82.1K in Q2 2026. 246 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Evelyn Partners held 528 shares of Copa Holdings worth $69.6K as of Q3 2026.
  • Evelyn Partners left its Copa Holdings share count unchanged in Q3 2026.
  • Copa Holdings made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #398 holding.
  • Evelyn Partners first reported a position in Copa Holdings in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Copa Holdings position peaked at $82.1K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.