Holistic Financial Partners’s Copa Holdings CPA Stock Holding History

Holistic Financial 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	$242K	Buy	+1,555	New	+$202K	0.15%	97

Other funds holding CPA

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Holistic Financial Partners's CPA Position: Q2 2026 in Review

Holistic Financial Partners opened a new position in Copa Holdings (CPA) in Q2 2026: 1,555 shares worth $242K. The stake represents 0.15% of the portfolio and ranks #97 among its holdings.

67 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Holistic Financial Partners held 1,555 shares of Copa Holdings worth $242K as of Q2 2026.
Copa Holdings was a new Holistic Financial Partners position in Q2 2026.
Copa Holdings made up 0.15% of Holistic Financial Partners's portfolio in Q2 2026, its #97 holding.
67 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.