Legend Financial Advisors’s Copa Holdings CPA Stock Holding History

Legend Financial Advisors’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	$1.25M	Buy	8,011 +14	+0.2%	+$1.82K	0.71%	25
2026 Q1	$909K	Sell	7,997 -53	-0.7%	-$6.96K	0.59%	27
2025 Q4	$971K	Buy	8,050 +130	+2%	+$15.9K	0.59%	26
2025 Q3	$941K	Buy	7,920 +179	+2%	+$20.5K	0.58%	27
2025 Q2	$851K	Buy	7,741 +19	+0.2%	+$1.88K	0.57%	26
2025 Q1	$714K	Buy	7,722 +30	+0.4%	+$2.78K	0.52%	25
2024 Q4	$676K	Buy	7,692 +406	+6%	+$38.5K	0.48%	26
2024 Q3	$684K	Buy	7,286 +943	+15%	+$85.3K	0.47%	27
2024 Q2	$604K	Buy	6,343 +98	+2%	+$9.78K	0.43%	31
2024 Q1	$650K	Buy	6,245 +65	+1%	+$6.46K	0.47%	30
2023 Q4	$657K	Buy	6,180 +46	+0.7%	+$4.21K	0.53%	25
2023 Q3	$547K	Buy	6,134 +32	+0.5%	+$3.32K	0.47%	31
2023 Q2	$675K	Sell	6,102 -796	-12%	-$79.8K	0.56%	22
2023 Q1	$637K	Buy	6,898 +194	+3%	+$17.6K	0.54%	20
2022 Q4	$558K	Buy	+6,704	New	+$528K	0.49%	23

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

Legend Financial Advisors's CPA Position: Q2 2026 in Review

Legend Financial Advisors increased its Copa Holdings (CPA) stake by 0.18% in Q2 2026, buying an estimated $1.82K and bringing the position to 8,011 shares worth $1.25M. The position accounts for 0.71% of the portfolio, ranked #25.

Legend Financial Advisors first reported a position in CPA in Q4 2022 and has held it in 15 quarters since. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Legend Financial Advisors held 8,011 shares of Copa Holdings worth $1.25M as of Q2 2026.
Legend Financial Advisors bought 14 Copa Holdings shares in Q2 2026, an estimated $1.82K.
Copa Holdings made up 0.71% of Legend Financial Advisors's portfolio in Q2 2026, its #25 holding.
Legend Financial Advisors first reported a position in Copa Holdings in Q4 2022 and has held it in 15 quarters since.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.