Mather Group’s Copa Holdings CPA Stock Holding History

Mather Group’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	$2.04K	Buy	+18	New	+$2.36K	﹤0.01%	1703
2025 Q4	–	Sell	-25	Closed	-$2.97K	–	849
2025 Q3	$2.97K	Buy	+25	New	+$2.86K	﹤0.01%	1483
2025 Q2	–	Sell	-25	Closed	-$2.31K	–	837
2025 Q1	$2.31K	Hold	25	–	–	﹤0.01%	1552
2024 Q4	$2.2K	Hold	25	–	–	﹤0.01%	1522
2024 Q3	$2.35K	Buy	25 +7	+39%	+$633	﹤0.01%	1450
2024 Q2	$1.88K	Sell	18 -10	-36%	-$998	﹤0.01%	1903
2024 Q1	$2.98K	Buy	+28	New	+$2.78K	﹤0.01%	1461

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

Mather Group's CPA Position: Q1 2026 in Review

Mather Group opened a new position in Copa Holdings (CPA) in Q1 2026: 18 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings. This is a return to the name: Mather Group previously reported a position in CPA as recently as Q3 2025.

Mather Group first reported a position in CPA in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.98K in Q1 2024. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Mather Group held 18 shares of Copa Holdings worth $2.04K as of Q1 2026.
Copa Holdings was a new Mather Group position in Q1 2026.
Copa Holdings made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1703 holding.
Mather Group first reported a position in Copa Holdings in Q1 2024 and has held it in 7 quarters since.
Mather Group's Copa Holdings position peaked at $2.98K in Q1 2024.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.