Oppenheimer & Co’s Copa Holdings CPA Stock Holding History

Oppenheimer & Co’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	–	Sell	-3,376	Closed	-$407K	–	1709
2025 Q4	$407K	Sell	3,376 -108	-3%	-$13.2K	0.01%	1151
2025 Q3	$414K	Buy	3,484 +849	+32%	+$97.1K	0.01%	1253
2025 Q2	$290K	Buy	+2,635	New	+$260K	﹤0.01%	1372
2014 Q4	–	Sell	-7,210	Closed	-$773K	–	1411
2014 Q3	$773K	Buy	7,210 +238	+3%	+$31.7K	0.02%	692
2014 Q2	$994K	Buy	6,972 +1,675	+32%	+$235K	0.03%	620
2014 Q1	$769K	Sell	5,297 -212	-4%	-$29.5K	0.02%	692
2013 Q4	$882K	Sell	5,509 -873	-14%	-$132K	0.03%	603
2013 Q3	$885K	Buy	6,382 +1,829	+40%	+$251K	0.03%	579
2013 Q2	$597K	Buy	+4,553	New	+$582K	0.02%	663

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

Oppenheimer & Co's CPA Position: Q1 2026 in Review

Oppenheimer & Co sold out of Copa Holdings (CPA) in Q1 2026, closing a stake of 3,376 shares — an estimated $407K sold.

Oppenheimer & Co first reported a position in CPA in Q2 2013 and held it in 9 quarters. The position peaked at $994K in Q2 2014. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Oppenheimer & Co reported no remaining Copa Holdings position as of Q1 2026 after selling out during the quarter.
Oppenheimer & Co sold 3,376 Copa Holdings shares in Q1 2026, an estimated $407K.
Oppenheimer & Co first reported a position in Copa Holdings in Q2 2013 and held it in 9 quarters.
Oppenheimer & Co's Copa Holdings position peaked at $994K in Q2 2014.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.