Kestra Advisory Services’s Copa Holdings CPA Stock Holding History

Kestra 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	$2.03M	Buy	17,843 +197	+1%	+$25.9K	0.01%	1295
2025 Q4	$2.13M	Buy	17,646 +531	+3%	+$65K	0.01%	1173
2025 Q3	$2.03M	Sell	17,115 -2,022	-11%	-$231K	0.01%	1135
2025 Q2	$2.1M	Sell	19,137 -2,429	-11%	-$240K	0.01%	1049
2025 Q1	$1.99M	Buy	21,566 +704	+3%	+$65.3K	0.01%	985
2024 Q4	$1.83M	Buy	20,862 +3,016	+17%	+$286K	0.01%	1048
2024 Q3	$1.67M	Buy	+17,846	New	+$1.61M	0.01%	1048

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

Kestra Advisory Services's CPA Position: Q1 2026 in Review

Kestra Advisory Services increased its Copa Holdings (CPA) stake by 1.1% in Q1 2026, buying an estimated $25.9K and bringing the position to 17,843 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1295.

Kestra Advisory Services first reported a position in CPA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.13M in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Kestra Advisory Services held 17,843 shares of Copa Holdings worth $2.03M as of Q1 2026.
Kestra Advisory Services bought 197 Copa Holdings shares in Q1 2026, an estimated $25.9K.
Copa Holdings made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1295 holding.
Kestra Advisory Services first reported a position in Copa Holdings in Q3 2024 and has held it in 7 quarters since.
Kestra Advisory Services's Copa Holdings position peaked at $2.13M in Q4 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.