Parallel Advisors
CPA icon

Parallel Advisors’s Copa Holdings CPA Stock Holding History

Parallel Advisors’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 		$13.8K Buy
105
+78
+289% +$10.7K ﹤0.01% 2896
2026
Q2 		$4.3K Buy
27
+9
+50% +$1.17K ﹤0.01% 3272
2026
Q1 		$2.11K Buy
18
+15
+500% +$1.97K ﹤0.01% 3351
2025
Q4 		$426 Sell
3
-22
-88% -$2.69K ﹤0.01% 3426
2025
Q3 		$3.03K Hold
25
– – ﹤0.01% 2951
2025
Q2 		$2.8K Sell
25
-4
-14% -$395 ﹤0.01% 2943
2025
Q1 		$2.72K Hold
29
– – ﹤0.01% 2884
2024
Q4 		$2.58K Buy
29
+4
+16% +$379 ﹤0.01% 2881
2024
Q3 		$2.37K Hold
25
– – ﹤0.01% 2849
2024
Q2 		$2.4K Hold
25
– – ﹤0.01% 2760
2024
Q1 		$2.62K Hold
25
– – ﹤0.01% 2741
2023
Q4 		$2.67K Buy
25
+2
+9% +$183 ﹤0.01% 2715
2023
Q3 		$2.05K Hold
23
– – ﹤0.01% 2807
2023
Q2 		$2.55K Hold
23
– – ﹤0.01% 2681
2023
Q1 		$2.12K Buy
23
+20
+667% +$1.81K ﹤0.01% 2753
2022
Q4 		$250 Hold
3
– – ﹤0.01% 3156
2022
Q3 		$0 Hold
3
– – ﹤0.01% 3190
2022
Q2 		$0 Hold
3
– – ﹤0.01% 3045
2022
Q1 		$0 Sell
3
-276
-99% -$22.7K ﹤0.01% 3013
2021
Q4 		$23K Buy
279
+269
+2,690% +$21.1K ﹤0.01% 1706
2021
Q3 		$1K Buy
10
+7
+233% +$523 ﹤0.01% 2830
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2950
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2805
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2583
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2569
2020
Q2 		$0 Buy
+3
New +$138 ﹤0.01% 2474
2020
Q1 		– Sell
-14
Closed -$2K – 2418
2019
Q4 		$2K Hold
14
– – ﹤0.01% 2183
2019
Q3 		$1K Buy
+14
New +$1.41K ﹤0.01% 2256

Other funds holding CPA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Parallel Advisors's CPA Position: Q3 2026 in Review

Parallel Advisors increased its Copa Holdings (CPA) stake by 289% in Q3 2026, buying an estimated $10.7K and bringing the position to 105 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Parallel Advisors first reported a position in CPA in Q3 2019 and has held it in 28 quarters since. The position peaked at $23K in Q4 2021. 96 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Parallel Advisors held 105 shares of Copa Holdings worth $13.8K as of Q3 2026.
  • Parallel Advisors bought 78 Copa Holdings shares in Q3 2026, an estimated $10.7K.
  • Copa Holdings made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #2896 holding.
  • Parallel Advisors first reported a position in Copa Holdings in Q3 2019 and has held it in 28 quarters since.
  • Parallel Advisors's Copa Holdings position peaked at $23K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.