FFA
CPA icon

Farther Finance Advisors’s Copa Holdings CPA Stock Holding History

Farther Finance 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
Q3 		$52.9K Buy
401
+259
+182% +$35.4K ﹤0.01% 3374
2026
Q2 		$22.1K Sell
142
-292
-67% -$38K ﹤0.01% 3900
2026
Q1 		$51.2K Buy
434
+141
+48% +$18.5K ﹤0.01% 2983
2025
Q4 		$35.3K Buy
293
+33
+13% +$4.04K ﹤0.01% 3034
2025
Q3 		$30.9K Buy
260
+190
+271% +$21.7K ﹤0.01% 2750
2025
Q2 		$7.7K Buy
70
+46
+192% +$4.54K ﹤0.01% 3202
2025
Q1 		$2.19K Hold
24
– – ﹤0.01% 3355
2024
Q4 		$2.11K Sell
24
-4
-14% -$379 ﹤0.01% 2978
2024
Q3 		$2.67K Buy
28
+8
+40% +$723 ﹤0.01% 2891
2024
Q2 		$1.92K Hold
20
– – ﹤0.01% 2812
2024
Q1 		$2.12K Buy
20
+10
+100% +$994 ﹤0.01% 2468
2023
Q4 		$1.06K Buy
+10
New +$915 ﹤0.01% 2698

Other funds holding CPA

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's CPA Position: Q3 2026 in Review

Farther Finance Advisors increased its Copa Holdings (CPA) stake by 182% in Q3 2026, buying an estimated $35.4K and bringing the position to 401 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Farther Finance Advisors first reported a position in CPA in Q4 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Farther Finance Advisors held 401 shares of Copa Holdings worth $52.9K as of Q3 2026.
  • Farther Finance Advisors bought 259 Copa Holdings shares in Q3 2026, an estimated $35.4K.
  • Copa Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3374 holding.
  • Farther Finance Advisors first reported a position in Copa Holdings in Q4 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.