Focus Partners Wealth
CPA icon

Focus Partners Wealth’s Copa Holdings CPA Stock Holding History

Focus Partners Wealth’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 		$1.72M Buy
11,067
+8,673
+362% +$1.13M ﹤0.01% 1412
2026
Q1 		$272K Buy
2,394
+129
+6% +$16.9K ﹤0.01% 2252
2025
Q4 		$273K Buy
+2,265
New +$277K ﹤0.01% 2277

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Focus Partners Wealth's CPA Position: Q2 2026 in Review

Focus Partners Wealth increased its Copa Holdings (CPA) stake by 362% in Q2 2026, buying an estimated $1.13M and bringing the position to 11,067 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Focus Partners Wealth first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Focus Partners Wealth held 11,067 shares of Copa Holdings worth $1.72M as of Q2 2026.
  • Focus Partners Wealth bought 8,673 Copa Holdings shares in Q2 2026, an estimated $1.13M.
  • Copa Holdings made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1412 holding.
  • Focus Partners Wealth first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.