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Keating Financial Advisory Services’s Copa Holdings CPA Stock Holding History

Keating Financial Advisory 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
Q1 		$1.7K Sell
15
-2
-12% -$263 ﹤0.01% 1908
2025
Q4 		$2.05K Buy
+17
New +$2.08K ﹤0.01% 1575

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Keating Financial Advisory Services's CPA Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Copa Holdings (CPA) stake by 12% in Q1 2026, selling an estimated $263 and leaving 15 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Keating Financial Advisory Services first reported a position in CPA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.05K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Keating Financial Advisory Services held 15 shares of Copa Holdings worth $1.7K as of Q1 2026.
  • Keating Financial Advisory Services sold 2 Copa Holdings shares in Q1 2026, an estimated $263.
  • Copa Holdings made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1908 holding.
  • Keating Financial Advisory Services first reported a position in Copa Holdings in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Copa Holdings position peaked at $2.05K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.