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Freestone Grove Partners’s Copa Holdings CPA Stock Holding History

Freestone Grove Partners’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 		$722K Buy
+4,644
New +$604K ﹤0.01% 590
2025
Q4 		– Sell
-100,500
Closed -$11.9M – 768
2025
Q3 		$11.9M Buy
+100,500
New +$11.5M 0.09% 272

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

Freestone Grove Partners's CPA Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Copa Holdings (CPA) in Q2 2026: 4,644 shares worth $722K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in CPA as recently as Q3 2025.

Freestone Grove Partners first reported a position in CPA in Q3 2025 and has held it in 2 quarters since. The position peaked at $11.9M in Q3 2025. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Freestone Grove Partners held 4,644 shares of Copa Holdings worth $722K as of Q2 2026.
  • Copa Holdings was a new Freestone Grove Partners position in Q2 2026.
  • Copa Holdings made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #590 holding.
  • Freestone Grove Partners first reported a position in Copa Holdings in Q3 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Copa Holdings position peaked at $11.9M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.