Kestra Private Wealth Services’s Copa Holdings CPA Stock Holding History

Kestra Private Wealth 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	$598K	Sell	5,264 -462	-8%	-$60.6K	0.01%	1111
2025 Q4	$691K	Buy	+5,726	New	+$700K	0.01%	994
2024 Q3	–	Sell	-3,049	Closed	-$290K	–	1390
2024 Q2	$290K	Buy	+3,049	New	+$304K	0.01%	1060

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 Private Wealth Services's CPA Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Copa Holdings (CPA) stake by 8.1% in Q1 2026, selling an estimated $60.6K and leaving 5,264 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1111.

Kestra Private Wealth Services first reported a position in CPA in Q2 2024 and has held it in 3 quarters since. The position peaked at $691K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Kestra Private Wealth Services held 5,264 shares of Copa Holdings worth $598K as of Q1 2026.
Kestra Private Wealth Services sold 462 Copa Holdings shares in Q1 2026, an estimated $60.6K.
Copa Holdings made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1111 holding.
Kestra Private Wealth Services first reported a position in Copa Holdings in Q2 2024 and has held it in 3 quarters since.
Kestra Private Wealth Services's Copa Holdings position peaked at $691K in Q4 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.