Janney Montgomery Scott’s Copa Holdings CPA Stock Holding History

Janney Montgomery Scott’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	$777K	Sell	4,992 -82,163	-94%	-$10.7M	﹤0.01%	2083
2026 Q1	$9.9M	Buy	87,155 +5,004	+6%	+$657K	0.02%	593
2025 Q4	$9.91M	Buy	82,151 +79,505	+3,005%	+$9.73M	0.02%	624
2025 Q3	$314K	Buy	2,646 +391	+17%	+$44.7K	﹤0.01%	2464
2025 Q2	$248K	Buy	+2,255	New	+$223K	﹤0.01%	2449
2021 Q4	–	Sell	-3,155	Closed	-$257K	–	2373
2021 Q3	$257K	Buy	3,155 +40	+1%	+$2.99K	﹤0.01%	2040
2021 Q2	$235K	Buy	+3,115	New	+$251K	﹤0.01%	2049
2014 Q3	–	Sell	-1,877	Closed	-$268K	–	2292
2014 Q2	$268K	Buy	+1,877	New	+$263K	0.01%	1711
2013 Q4	–	Sell	-3,300	Closed	-$458K	–	2017
2013 Q3	$458K	Buy	+3,300	New	+$452K	0.01%	1053

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

Janney Montgomery Scott's CPA Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Copa Holdings (CPA) stake by 94% in Q2 2026, selling an estimated $10.7M and leaving 4,992 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Janney Montgomery Scott first reported a position in CPA in Q3 2013 and has held it in 9 quarters since. The position peaked at $9.91M in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Janney Montgomery Scott held 4,992 shares of Copa Holdings worth $777K as of Q2 2026.
Janney Montgomery Scott sold 82,163 Copa Holdings shares in Q2 2026, an estimated $10.7M.
Copa Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2083 holding.
Janney Montgomery Scott first reported a position in Copa Holdings in Q3 2013 and has held it in 9 quarters since.
Janney Montgomery Scott's Copa Holdings position peaked at $9.91M in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.