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Rialto Wealth Management’s Copa Holdings CPA Stock Holding History

Rialto Wealth Management’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 		$934 Hold
6
– – ﹤0.01% 1408
2026
Q1 		$682 Buy
6
+2
+50% +$263 ﹤0.01% 1251
2025
Q4 		$483 Buy
4
+1
+33% +$122 ﹤0.01% 1294
2025
Q3 		$357 Buy
3
+1
+50% +$114 ﹤0.01% 1358
2025
Q2 		$220 Buy
+2
New +$197 ﹤0.01% 1352

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

Rialto Wealth Management's CPA Position: Q2 2026 in Review

Rialto Wealth Management held its Copa Holdings (CPA) position steady in Q2 2026 at 6 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Rialto Wealth Management first reported a position in CPA in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Rialto Wealth Management held 6 shares of Copa Holdings worth $934 as of Q2 2026.
  • Rialto Wealth Management left its Copa Holdings share count unchanged in Q2 2026.
  • Copa Holdings made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1408 holding.
  • Rialto Wealth Management first reported a position in Copa Holdings in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.