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Marshall Financial Group (Maryland)’s Copa Holdings CPA Stock Holding History

Marshall Financial Group (Maryland)’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
-5,936
Closed -$674K – 319
2026
Q1 		$674K Buy
5,936
+240
+4% +$31.5K 0.11% 177
2025
Q4 		$687K Buy
+5,696
New +$697K 0.13% 181

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CPA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Copa Holdings (CPA) in Q2 2026, closing a stake of 5,936 shares — an estimated $674K sold.

Marshall Financial Group (Maryland) first reported a position in CPA in Q4 2025 and held it in 2 quarters. The position peaked at $687K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Copa Holdings position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 5,936 Copa Holdings shares in Q2 2026, an estimated $674K.
  • Marshall Financial Group (Maryland) first reported a position in Copa Holdings in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Copa Holdings position peaked at $687K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.