Focus Financial Network
CPA icon

Focus Financial Network’s Copa Holdings CPA Stock Holding History

Focus Financial Network’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 		$275K Buy
2,088
+480
+30% +$65.6K 0.01% 641
2026
Q2 		$250K Sell
1,608
-630
-28% -$82K 0.01% 663
2026
Q1 		$254K Buy
2,238
+45
+2% +$5.91K 0.01% 634
2025
Q4 		$264K Buy
2,193
+102
+5% +$12.5K 0.01% 623
2025
Q3 		$248K Buy
2,091
+200
+11% +$22.9K 0.01% 649
2025
Q2 		$208K Buy
+1,891
New +$187K 0.01% 680

Other funds holding CPA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Focus Financial Network's CPA Position: Q3 2026 in Review

Focus Financial Network increased its Copa Holdings (CPA) stake by 30% in Q3 2026, buying an estimated $65.6K and bringing the position to 2,088 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #641.

Focus Financial Network first reported a position in CPA in Q2 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Focus Financial Network held 2,088 shares of Copa Holdings worth $275K as of Q3 2026.
  • Focus Financial Network bought 480 Copa Holdings shares in Q3 2026, an estimated $65.6K.
  • Copa Holdings made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #641 holding.
  • Focus Financial Network first reported a position in Copa Holdings in Q2 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.