Pinnacle Wealth Planning Services’s Copa Holdings CPA Stock Holding History

Pinnacle Wealth Planning Services’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	$9.64K	Sell	62 -25	-29%	-$3.25K	﹤0.01%	2080
2026 Q1	$9.88K	Hold	87	–	–	﹤0.01%	2001
2025 Q4	$10.5K	Buy	+87	New	+$10.6K	﹤0.01%	1993
2021 Q1	–	Sell	-122	Closed	-$9K	–	696
2020 Q4	$9K	Buy	+122	New	+$8.14K	﹤0.01%	1419

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

Pinnacle Wealth Planning Services's CPA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Copa Holdings (CPA) stake by 29% in Q2 2026, selling an estimated $3.25K and leaving 62 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Pinnacle Wealth Planning Services first reported a position in CPA in Q4 2020 and has held it in 4 quarters since. The position peaked at $10.5K in Q4 2025. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Pinnacle Wealth Planning Services held 62 shares of Copa Holdings worth $9.64K as of Q2 2026.
Pinnacle Wealth Planning Services sold 25 Copa Holdings shares in Q2 2026, an estimated $3.25K.
Copa Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2080 holding.
Pinnacle Wealth Planning Services first reported a position in Copa Holdings in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Copa Holdings position peaked at $10.5K in Q4 2025.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.