Richardson Financial Services’s Copa Holdings CPA Stock Holding History

Richardson Financial Services’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	$55.1K	Buy	354 +38	+12%	+$4.95K	0.03%	305
2026 Q1	$35.9K	Sell	316 -221	-41%	-$29K	0.02%	345
2025 Q4	$64.8K	Buy	537 +57	+12%	+$6.97K	0.02%	272
2025 Q3	$57K	Buy	480 +263	+121%	+$30.1K	0.04%	274
2025 Q2	$23.7K	Buy	+217	New	+$21.4K	0.02%	323

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Richardson Financial Services's CPA Position: Q2 2026 in Review

Richardson Financial Services increased its Copa Holdings (CPA) stake by 12% in Q2 2026, buying an estimated $4.95K and bringing the position to 354 shares worth $55.1K. The position accounts for 0.03% of the portfolio, ranked #305.

Richardson Financial Services first reported a position in CPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $64.8K in Q4 2025. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Richardson Financial Services held 354 shares of Copa Holdings worth $55.1K as of Q2 2026.
Richardson Financial Services bought 38 Copa Holdings shares in Q2 2026, an estimated $4.95K.
Copa Holdings made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #305 holding.
Richardson Financial Services first reported a position in Copa Holdings in Q2 2025 and has held it in 5 quarters since.
Richardson Financial Services's Copa Holdings position peaked at $64.8K in Q4 2025.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.