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Resurgent Financial Advisors’s Copa Holdings CPA Stock Holding History

Resurgent Financial Advisors’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 		$311K Hold
2,000
– – 0.09% 226
2026
Q1 		$227K Hold
2,000
– – 0.08% 230
2025
Q4 		$241K Buy
+2,000
New +$245K 0.12% 187

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

Resurgent Financial Advisors's CPA Position: Q2 2026 in Review

Resurgent Financial Advisors held its Copa Holdings (CPA) position steady in Q2 2026 at 2,000 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #226.

Resurgent Financial Advisors first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Resurgent Financial Advisors held 2,000 shares of Copa Holdings worth $311K as of Q2 2026.
  • Resurgent Financial Advisors left its Copa Holdings share count unchanged in Q2 2026.
  • Copa Holdings made up 0.09% of Resurgent Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • Resurgent Financial Advisors first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.