Global Retirement Partners’s Copa Holdings CPA Stock Holding History

Global Retirement 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	$176K	Buy	+1,133	New	+$147K	﹤0.01%	1657
2025 Q4	$205K	Buy	1,698 +209	+14%	+$25.6K	﹤0.01%	1465
2025 Q3	$177K	Buy	1,489 +343	+30%	+$39.2K	﹤0.01%	1238
2025 Q2	$126K	Buy	+1,146	New	+$113K	﹤0.01%	1314
2024 Q4	$7.61K	Buy	+87	New	+$8.25K	﹤0.01%	2493
2023 Q2	–	Sell	-3	Closed	-$280	–	3206
2023 Q1	$280	Buy	+3	New	+$272	﹤0.01%	3045

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Global Retirement Partners's CPA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Copa Holdings (CPA) in Q2 2026: 1,133 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CPA as recently as Q4 2025.

Global Retirement Partners first reported a position in CPA in Q1 2023 and has held it in 6 quarters since. The position peaked at $205K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Global Retirement Partners held 1,133 shares of Copa Holdings worth $176K as of Q2 2026.
Copa Holdings was a new Global Retirement Partners position in Q2 2026.
Copa Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1657 holding.
Global Retirement Partners first reported a position in Copa Holdings in Q1 2023 and has held it in 6 quarters since.
Global Retirement Partners's Copa Holdings position peaked at $205K in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.