OF
CPA icon

Optimize Financial’s Copa Holdings CPA Stock Holding History

Optimize Financial’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
-2,723
Closed -$328K – 336
2025
Q4 		$328K Buy
2,723
+36
+1% +$4.4K 0.17% 249
2025
Q3 		$319K Buy
+2,687
New +$307K 0.17% 259

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
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

Optimize Financial's CPA Position: Q1 2026 in Review

Optimize Financial sold out of Copa Holdings (CPA) in Q1 2026, closing a stake of 2,723 shares — an estimated $328K sold.

Optimize Financial first reported a position in CPA in Q3 2025 and held it in 2 quarters. The position peaked at $328K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Optimize Financial reported no remaining Copa Holdings position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,723 Copa Holdings shares in Q1 2026, an estimated $328K.
  • Optimize Financial first reported a position in Copa Holdings in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Copa Holdings position peaked at $328K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.