Private Advisor Group’s Copa Holdings CPA Stock Holding History

Private Advisor Group’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	$541K	Buy	4,763 +55	+1%	+$7.22K	﹤0.01%	1811
2025 Q4	$568K	Buy	4,708 +2,550	+118%	+$312K	﹤0.01%	1742
2025 Q3	$256K	Buy	2,158 +119	+6%	+$13.6K	﹤0.01%	2178
2025 Q2	$224K	Buy	+2,039	New	+$201K	﹤0.01%	2156
2023 Q3	–	Sell	-8,202	Closed	-$968K	–	2308
2023 Q2	$968K	Buy	+8,202	New	+$822K	0.01%	1057

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

Private Advisor Group's CPA Position: Q1 2026 in Review

Private Advisor Group increased its Copa Holdings (CPA) stake by 1.2% in Q1 2026, buying an estimated $7.22K and bringing the position to 4,763 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Private Advisor Group first reported a position in CPA in Q2 2023 and has held it in 5 quarters since. The position peaked at $968K in Q2 2023. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Private Advisor Group held 4,763 shares of Copa Holdings worth $541K as of Q1 2026.
Private Advisor Group bought 55 Copa Holdings shares in Q1 2026, an estimated $7.22K.
Copa Holdings made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1811 holding.
Private Advisor Group first reported a position in Copa Holdings in Q2 2023 and has held it in 5 quarters since.
Private Advisor Group's Copa Holdings position peaked at $968K in Q2 2023.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.