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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
Q2 		– Sell
-4,763
Closed -$541K – 2589
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Private Advisor Group's CPA Position: Q2 2026 in Review

Private Advisor Group sold out of Copa Holdings (CPA) in Q2 2026, closing a stake of 4,763 shares — an estimated $541K sold.

Private Advisor Group first reported a position in CPA in Q2 2023 and held it in 5 quarters. The position peaked at $968K in Q2 2023. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Private Advisor Group reported no remaining Copa Holdings position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 4,763 Copa Holdings shares in Q2 2026, an estimated $541K.
  • Private Advisor Group first reported a position in Copa Holdings in Q2 2023 and held it in 5 quarters.
  • Private Advisor Group's Copa Holdings position peaked at $968K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.