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 Q2	–	Sell	-5,264	Closed	-$598K	–	1829
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 $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 Private Wealth Services's CPA Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Copa Holdings (CPA) in Q2 2026, closing a stake of 5,264 shares — an estimated $598K sold.

Kestra Private Wealth Services first reported a position in CPA in Q2 2024 and held it in 3 quarters. The position peaked at $691K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Kestra Private Wealth Services reported no remaining Copa Holdings position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 5,264 Copa Holdings shares in Q2 2026, an estimated $598K.
Kestra Private Wealth Services first reported a position in Copa Holdings in Q2 2024 and held it in 3 quarters.
Kestra Private Wealth Services's Copa Holdings position peaked at $691K in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

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