Merit Financial Group
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Merit Financial Group’s Copa Holdings CPA Stock Holding History

Merit Financial 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
Q3 		– Sell
-1,768
Closed -$275K – 2452
2026
Q2 		$275K Sell
1,768
-36
-2% -$4.69K ﹤0.01% 1868
2026
Q1 		$205K Sell
1,804
-75
-4% -$9.8K ﹤0.01% 1912
2025
Q4 		$227K Buy
1,879
+129
+7% +$15.8K ﹤0.01% 1747
2025
Q3 		$208K Buy
+1,750
New +$200K ﹤0.01% 1658

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sprucegrove Investment Management
Sprucegrove Investment Management Toronto, Ontario, Canada $428M AUM 6.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Merit Financial Group's CPA Position: Q3 2026 in Review

Merit Financial Group sold out of Copa Holdings (CPA) in Q3 2026, closing a stake of 1,768 shares — an estimated $275K sold.

Merit Financial Group first reported a position in CPA in Q3 2025 and held it in 4 quarters. The position peaked at $275K in Q2 2026. 246 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Merit Financial Group reported no remaining Copa Holdings position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 1,768 Copa Holdings shares in Q3 2026, an estimated $275K.
  • Merit Financial Group first reported a position in Copa Holdings in Q3 2025 and held it in 4 quarters.
  • Merit Financial Group's Copa Holdings position peaked at $275K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.