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 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 $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $9.43B AUM 69.06% 1-Year Est. Return

Principal Securities's CPA Position: Q1 2026 in Review

Principal Securities reduced its Copa Holdings (CPA) stake by 30% in Q1 2026, selling an estimated $378K and leaving 6,597 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #820.

Principal Securities first reported a position in CPA in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Principal Securities held 6,597 shares of Copa Holdings worth $749K as of Q1 2026.
Principal Securities sold 2,877 Copa Holdings shares in Q1 2026, an estimated $378K.
Copa Holdings made up 0.01% of Principal Securities's portfolio in Q1 2026, its #820 holding.
Principal Securities first reported a position in Copa Holdings in Q4 2023 and has held it in 7 quarters since.
Principal Securities's Copa Holdings position peaked at $1.14M in Q4 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.