Personal CFO Solutions’s Copa Holdings CPA Stock Holding History

Personal CFO Solutions’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	$244K	Buy	+1,854	New	+$253K	0.04%	412

Other funds holding CPA

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

INCA Investments Miami, Florida $276M AUM 24.38% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Personal CFO Solutions's CPA Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in Copa Holdings (CPA) in Q3 2026: 1,854 shares worth $244K. The stake represents 0.04% of the portfolio and ranks #412 among its holdings.

141 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

Personal CFO Solutions held 1,854 shares of Copa Holdings worth $244K as of Q3 2026.
Copa Holdings was a new Personal CFO Solutions position in Q3 2026.
Copa Holdings made up 0.04% of Personal CFO Solutions's portfolio in Q3 2026, its #412 holding.
141 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.