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 Q2	$2.8K	Hold	18	–	–	﹤0.01%	1703
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 $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

Mather Group's CPA Position: Q2 2026 in Review

Mather Group held its Copa Holdings (CPA) position steady in Q2 2026 at 18 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Mather Group first reported a position in CPA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.98K in Q1 2024. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Mather Group held 18 shares of Copa Holdings worth $2.8K as of Q2 2026.
Mather Group left its Copa Holdings share count unchanged in Q2 2026.
Copa Holdings made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1703 holding.
Mather Group first reported a position in Copa Holdings in Q1 2024 and has held it in 8 quarters since.
Mather Group's Copa Holdings position peaked at $2.98K in Q1 2024.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.