Raymond James Financial’s Copa Holdings CPA Stock Holding History

Raymond James Financial’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	$53.2M	Buy	468,529 +1,244	+0.3%	+$163K	0.02%	819
2025 Q4	$56.4M	Sell	467,285 -57,964	-11%	-$7.09M	0.02%	764
2025 Q3	$62.4M	Buy	525,249 +2,538	+0.5%	+$290K	0.02%	678
2025 Q2	$57.5M	Sell	522,711 -5,591	-1%	-$552K	0.02%	686
2025 Q1	$48.8M	Sell	528,302 -70	-0%	-$6.5K	0.02%	733
2024 Q4	$46.4M	Buy	+528,372	New	+$50.1M	0.02%	763

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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 $11.2B AUM 80.72% 1-Year Est. Return

Raymond James Financial's CPA Position: Q1 2026 in Review

Raymond James Financial increased its Copa Holdings (CPA) stake by 0.27% in Q1 2026, buying an estimated $163K and bringing the position to 468,529 shares worth $53.2M. The position accounts for 0.02% of the portfolio, ranked #819.

Raymond James Financial first reported a position in CPA in Q4 2024 and has held it in 6 quarters since. The position peaked at $62.4M in Q3 2025. 299 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Raymond James Financial held 468,529 shares of Copa Holdings worth $53.2M as of Q1 2026.
Raymond James Financial bought 1,244 Copa Holdings shares in Q1 2026, an estimated $163K.
Copa Holdings made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #819 holding.
Raymond James Financial first reported a position in Copa Holdings in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Copa Holdings position peaked at $62.4M in Q3 2025.
299 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.