Klein Pavlis & Peasley Financial’s Copa Holdings CPA Stock Holding History

Klein Pavlis & Peasley Financial’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	$1.12M	Sell	7,188 -21	-0.3%	-$2.73K	0.58%	57
2026 Q1	$819K	Buy	7,209 +57	+0.8%	+$7.48K	0.45%	67
2025 Q4	$863K	Sell	7,152 -197	-3%	-$24.1K	0.51%	59
2025 Q3	$873K	Buy	+7,349	New	+$841K	0.54%	53

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

Klein Pavlis & Peasley Financial's CPA Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial reduced its Copa Holdings (CPA) stake by 0.29% in Q2 2026, selling an estimated $2.73K and leaving 7,188 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #57.

Klein Pavlis & Peasley Financial first reported a position in CPA in Q3 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Klein Pavlis & Peasley Financial held 7,188 shares of Copa Holdings worth $1.12M as of Q2 2026.
Klein Pavlis & Peasley Financial sold 21 Copa Holdings shares in Q2 2026, an estimated $2.73K.
Copa Holdings made up 0.58% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #57 holding.
Klein Pavlis & Peasley Financial first reported a position in Copa Holdings in Q3 2025 and has held it in 4 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.