LPL Financial
CPA icon

LPL Financial’s Copa Holdings CPA Stock Holding History

LPL 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 		$3.13M Sell
27,512
-12,267
-31% -$1.61M ﹤0.01% 3085
2025
Q4 		$4.8M Buy
39,779
+5,958
+18% +$729K ﹤0.01% 2568
2025
Q3 		$4.02M Buy
33,821
+10,939
+48% +$1.25M ﹤0.01% 2663
2025
Q2 		$2.52M Buy
22,882
+17,156
+300% +$1.69M ﹤0.01% 2914
2025
Q1 		$529K Buy
5,726
+2,522
+79% +$234K ﹤0.01% 4119
2024
Q4 		$282K Buy
3,204
+132
+4% +$12.5K ﹤0.01% 4583
2024
Q3 		$288K Buy
3,072
+360
+13% +$32.5K ﹤0.01% 4469
2024
Q2 		$258K Sell
2,712
-1,433
-35% -$143K ﹤0.01% 4378
2024
Q1 		$432K Buy
4,145
+1,331
+47% +$132K ﹤0.01% 3901
2023
Q4 		$299K Buy
2,814
+482
+21% +$44.1K ﹤0.01% 4087
2023
Q3 		$208K Sell
2,332
-2,752
-54% -$286K ﹤0.01% 4203
2023
Q2 		$562K Buy
+5,084
New +$509K ﹤0.01% 3342
2016
Q2 		– Sell
-6,528
Closed -$431K – 2680
2016
Q1 		$431K Buy
+6,528
New +$366K ﹤0.01% 2250
2015
Q3 		– Sell
-2,723
Closed -$224K – 2801
2015
Q2 		$224K Buy
+2,723
New +$260K ﹤0.01% 2545

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
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

LPL Financial's CPA Position: Q1 2026 in Review

LPL Financial reduced its Copa Holdings (CPA) stake by 31% in Q1 2026, selling an estimated $1.61M and leaving 27,512 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

LPL Financial first reported a position in CPA in Q2 2015 and has held it in 14 quarters since. The position peaked at $4.8M in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • LPL Financial held 27,512 shares of Copa Holdings worth $3.13M as of Q1 2026.
  • LPL Financial sold 12,267 Copa Holdings shares in Q1 2026, an estimated $1.61M.
  • Copa Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3085 holding.
  • LPL Financial first reported a position in Copa Holdings in Q2 2015 and has held it in 14 quarters since.
  • LPL Financial's Copa Holdings position peaked at $4.8M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.