Fortitude Family Office’s Copa Holdings CPA Stock Holding History

Fortitude Family Office’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	$25.8K	Buy	196 +156	+390%	+$21.3K	﹤0.01%	727
2026 Q2	$6.22K	Sell	40 -9	-18%	-$1.17K	﹤0.01%	980
2026 Q1	$5.57K	Buy	49 +17	+53%	+$2.23K	﹤0.01%	877
2025 Q4	$3.86K	Buy	32 +2	+7%	+$245	﹤0.01%	911
2025 Q3	$3.56K	Hold	30	–	–	﹤0.01%	950
2025 Q2	$3.3K	Buy	+30	New	+$2.96K	﹤0.01%	966

Other funds holding CPA

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Fortitude Family Office's CPA Position: Q3 2026 in Review

Fortitude Family Office increased its Copa Holdings (CPA) stake by 390% in Q3 2026, buying an estimated $21.3K and bringing the position to 196 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Fortitude Family Office first reported a position in CPA in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

Fortitude Family Office held 196 shares of Copa Holdings worth $25.8K as of Q3 2026.
Fortitude Family Office bought 156 Copa Holdings shares in Q3 2026, an estimated $21.3K.
Copa Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #727 holding.
Fortitude Family Office first reported a position in Copa Holdings in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.