Retirement Planning Company of New England’s Copa Holdings CPA Stock Holding History

Retirement Planning Company of New England’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	$291K	Sell	1,872 -60	-3%	-$7.81K	0.1%	208
2026 Q1	$219K	Sell	1,932 -25	-1%	-$3.28K	0.09%	226
2025 Q4	$236K	Hold	1,957	–	–	0.09%	223
2025 Q3	$233K	Sell	1,957 -232	-11%	-$26.5K	0.09%	222
2025 Q2	$241K	Sell	2,189 -864	-28%	-$85.3K	0.11%	209
2025 Q1	$282K	Buy	3,053 +309	+11%	+$28.7K	0.14%	176
2024 Q4	$241K	Buy	+2,744	New	+$260K	0.12%	199

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return

Retirement Planning Company of New England's CPA Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Copa Holdings (CPA) stake by 3.1% in Q2 2026, selling an estimated $7.81K and leaving 1,872 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #208.

Retirement Planning Company of New England first reported a position in CPA in Q4 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Retirement Planning Company of New England held 1,872 shares of Copa Holdings worth $291K as of Q2 2026.
Retirement Planning Company of New England sold 60 Copa Holdings shares in Q2 2026, an estimated $7.81K.
Copa Holdings made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #208 holding.
Retirement Planning Company of New England first reported a position in Copa Holdings in Q4 2024 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.