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 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 $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

Klein Pavlis & Peasley Financial's CPA Position: Q1 2026 in Review

Klein Pavlis & Peasley Financial increased its Copa Holdings (CPA) stake by 0.8% in Q1 2026, buying an estimated $7.48K and bringing the position to 7,209 shares worth $819K. The position accounts for 0.45% of the portfolio, ranked #67.

Klein Pavlis & Peasley Financial first reported a position in CPA in Q3 2025 and has held it in 3 quarters since. The position peaked at $873K in Q3 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Klein Pavlis & Peasley Financial held 7,209 shares of Copa Holdings worth $819K as of Q1 2026.
Klein Pavlis & Peasley Financial bought 57 Copa Holdings shares in Q1 2026, an estimated $7.48K.
Copa Holdings made up 0.45% of Klein Pavlis & Peasley Financial's portfolio in Q1 2026, its #67 holding.
Klein Pavlis & Peasley Financial first reported a position in Copa Holdings in Q3 2025 and has held it in 3 quarters since.
Klein Pavlis & Peasley Financial's Copa Holdings position peaked at $873K in Q3 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2026, filed 23 Apr 2026.