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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Root Financial Partners's CPA Position: Q1 2026 in Review

Root Financial Partners increased its Copa Holdings (CPA) stake by 1.2% in Q1 2026, buying an estimated $263 and bringing the position to 174 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Root Financial Partners first reported a position in CPA in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.7K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Root Financial Partners held 174 shares of Copa Holdings worth $19.8K as of Q1 2026.
  • Root Financial Partners bought 2 Copa Holdings shares in Q1 2026, an estimated $263.
  • Copa Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1329 holding.
  • Root Financial Partners first reported a position in Copa Holdings in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Copa Holdings position peaked at $20.7K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.