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 Q2	$3.35M	Buy	21,505 +3,662	+21%	+$477K	0.01%	1051
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 $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

Kestra Advisory Services's CPA Position: Q2 2026 in Review

Kestra Advisory Services increased its Copa Holdings (CPA) stake by 21% in Q2 2026, buying an estimated $477K and bringing the position to 21,505 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #1051.

Kestra Advisory Services first reported a position in CPA in Q3 2024 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Kestra Advisory Services held 21,505 shares of Copa Holdings worth $3.35M as of Q2 2026.
Kestra Advisory Services bought 3,662 Copa Holdings shares in Q2 2026, an estimated $477K.
Copa Holdings made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1051 holding.
Kestra Advisory Services first reported a position in Copa Holdings in Q3 2024 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.