Principal Securities’s Copa Holdings CPA Stock Holding History

Principal Securities’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	$1.05M	Buy	6,733 +136	+2%	+$17.7K	0.01%	763
2026 Q1	$749K	Sell	6,597 -2,877	-30%	-$378K	0.01%	820
2025 Q4	$1.14M	Buy	9,474 +1,525	+19%	+$187K	0.02%	658
2025 Q3	$944K	Buy	7,949 +1,694	+27%	+$194K	0.02%	685
2025 Q2	$688K	Buy	+6,255	New	+$617K	0.01%	734
2024 Q3	–	Sell	-52	Closed	-$4.95K	–	3453
2024 Q2	$4.95K	Hold	52	–	–	﹤0.01%	2645
2024 Q1	$5.42K	Hold	52	–	–	﹤0.01%	2577
2023 Q4	$5.53K	Buy	+52	New	+$4.76K	﹤0.01%	2499

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

Principal Securities's CPA Position: Q2 2026 in Review

Principal Securities increased its Copa Holdings (CPA) stake by 2.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 6,733 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #763.

Principal Securities first reported a position in CPA in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Principal Securities held 6,733 shares of Copa Holdings worth $1.05M as of Q2 2026.
Principal Securities bought 136 Copa Holdings shares in Q2 2026, an estimated $17.7K.
Copa Holdings made up 0.01% of Principal Securities's portfolio in Q2 2026, its #763 holding.
Principal Securities first reported a position in Copa Holdings in Q4 2023 and has held it in 8 quarters since.
Principal Securities's Copa Holdings position peaked at $1.14M in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.