Richardson Financial Services
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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
Q3 		– Sell
-354
Closed -$55.1K – 601
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

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JP Morgan Chase
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sprucegrove Investment Management
Sprucegrove Investment Management Toronto, Ontario, Canada $428M AUM 6.12% 1-Year Est. Return
Capital Research Global Investors
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Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Richardson Financial Services's CPA Position: Q3 2026 in Review

Richardson Financial Services sold out of Copa Holdings (CPA) in Q3 2026, closing a stake of 354 shares — an estimated $55.1K sold.

Richardson Financial Services first reported a position in CPA in Q2 2025 and held it in 5 quarters. The position peaked at $64.8K in Q4 2025. 234 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Richardson Financial Services reported no remaining Copa Holdings position as of Q3 2026 after selling out during the quarter.
  • Richardson Financial Services sold 354 Copa Holdings shares in Q3 2026, an estimated $55.1K.
  • Richardson Financial Services first reported a position in Copa Holdings in Q2 2025 and held it in 5 quarters.
  • Richardson Financial Services's Copa Holdings position peaked at $64.8K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.