Parkside Financial Bank & Trust’s Copa Holdings CPA Stock Holding History

Parkside Financial Bank & Trust’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	-100	Closed	-$12.1K	–	2708
2025 Q4	$12.1K	Hold	100	–	–	﹤0.01%	1506
2025 Q3	$11.9K	Hold	100	–	–	﹤0.01%	1453
2025 Q2	$11K	Buy	+100	New	+$9.87K	﹤0.01%	1455
2023 Q4	–	Sell	-25	Closed	-$2.23K	–	2080
2023 Q3	$2.23K	Hold	25	–	–	﹤0.01%	1631
2023 Q2	$2.77K	Hold	25	–	–	﹤0.01%	1589
2023 Q1	$2.31K	Hold	25	–	–	﹤0.01%	1656
2022 Q4	$2.08K	Hold	25	–	–	﹤0.01%	1668
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	1516
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	1546
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	1582
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	1589
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	1530
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	1518
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	1475
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	1388
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	1304
2020 Q2	$1K	Buy	+25	New	+$1.15K	﹤0.01%	1292

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $11.2B AUM 80.72% 1-Year Est. Return

Parkside Financial Bank & Trust's CPA Position: Q1 2026 in Review

Parkside Financial Bank & Trust sold out of Copa Holdings (CPA) in Q1 2026, closing a stake of 100 shares — an estimated $12.1K sold.

Parkside Financial Bank & Trust first reported a position in CPA in Q2 2020 and held it in 17 quarters. The position peaked at $12.1K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Parkside Financial Bank & Trust reported no remaining Copa Holdings position as of Q1 2026 after selling out during the quarter.
Parkside Financial Bank & Trust sold 100 Copa Holdings shares in Q1 2026, an estimated $12.1K.
Parkside Financial Bank & Trust first reported a position in Copa Holdings in Q2 2020 and held it in 17 quarters.
Parkside Financial Bank & Trust's Copa Holdings position peaked at $12.1K in Q4 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.