Hantz Financial Services’s Copa Holdings CPA Stock Holding History

Hantz Financial Services’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	$1K	Hold	4	–	–	﹤0.01%	2357
2026 Q1	$0	Hold	4	–	–	﹤0.01%	2482
2025 Q4	$0	Buy	+4	New	+$489	﹤0.01%	2431
2022 Q1	–	Sell	-36	Closed	-$3K	–	1047
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	794
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	752
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	744
2021 Q1	$3K	Sell	36 -37	-51%	-$3.08K	﹤0.01%	655
2020 Q4	$6K	Hold	73	–	–	﹤0.01%	559
2020 Q3	$4K	Sell	73 -16,351	-100%	-$826K	﹤0.01%	522
2020 Q2	$830K	Buy	16,424 +4,260	+35%	+$197K	0.05%	287
2020 Q1	$551K	Buy	+12,164	New	+$1.04M	0.04%	287

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

Hantz Financial Services's CPA Position: Q2 2026 in Review

Hantz Financial Services held its Copa Holdings (CPA) position steady in Q2 2026 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Hantz Financial Services first reported a position in CPA in Q1 2020 and has held it in 11 quarters since. The position peaked at $830K in Q2 2020. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Hantz Financial Services held 4 shares of Copa Holdings worth $1K as of Q2 2026.
Hantz Financial Services left its Copa Holdings share count unchanged in Q2 2026.
Copa Holdings made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2357 holding.
Hantz Financial Services first reported a position in Copa Holdings in Q1 2020 and has held it in 11 quarters since.
Hantz Financial Services's Copa Holdings position peaked at $830K in Q2 2020.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.