Root Financial Partners
CPA icon

Root Financial Partners’s Copa Holdings CPA Stock Holding History

Root Financial Partners’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 		$25.4K Buy
+193
New +$26.4K ﹤0.01% 1424
2026
Q2 		– Sell
-174
Closed -$19.8K – 999
2026
Q1 		$19.8K Buy
174
+2
+1% +$263 ﹤0.01% 1329
2025
Q4 		$20.7K Buy
172
+22
+15% +$2.69K ﹤0.01% 1171
2025
Q3 		$17.8K Buy
+150
New +$17.2K ﹤0.01% 1174

Other funds holding CPA

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
INCA Investments
INCA Investments Miami, Florida $276M AUM 24.38% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's CPA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Copa Holdings (CPA) in Q3 2026: 193 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPA as recently as Q1 2026.

Root Financial Partners first reported a position in CPA in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Root Financial Partners held 193 shares of Copa Holdings worth $25.4K as of Q3 2026.
  • Copa Holdings was a new Root Financial Partners position in Q3 2026.
  • Copa Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1424 holding.
  • Root Financial Partners first reported a position in Copa Holdings in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.