Park Square Financial Group’s Copa Holdings CPA Stock Holding History

Park Square 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 Q2	$3.58K	Sell	23 -9	-28%	-$1.17K	0.03%	142
2026 Q1	$3.63K	Buy	+32	New	+$4.2K	0.03%	172
2025 Q4	–	Sell	-137	Closed	-$16.3K	–	257
2025 Q3	$16.3K	Buy	137 +33	+32%	+$3.78K	0.07%	114
2025 Q2	$11.4K	Buy	+104	New	+$10.3K	0.01%	565

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

Park Square Financial Group's CPA Position: Q2 2026 in Review

Park Square Financial Group reduced its Copa Holdings (CPA) stake by 28% in Q2 2026, selling an estimated $1.17K and leaving 23 shares worth $3.58K. The position accounts for 0.03% of the portfolio, ranked #142.

Park Square Financial Group first reported a position in CPA in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.3K in Q3 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Park Square Financial Group held 23 shares of Copa Holdings worth $3.58K as of Q2 2026.
Park Square Financial Group sold 9 Copa Holdings shares in Q2 2026, an estimated $1.17K.
Copa Holdings made up 0.03% of Park Square Financial Group's portfolio in Q2 2026, its #142 holding.
Park Square Financial Group first reported a position in Copa Holdings in Q2 2025 and has held it in 4 quarters since.
Park Square Financial Group's Copa Holdings position peaked at $16.3K in Q3 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.