SBI Securities’s Copa Holdings CPA Stock Holding History

SBI Securities’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	$71.9K	Buy	545 +64	+13%	+$8.75K	﹤0.01%	1033
2026 Q2	$74.8K	Sell	481 -284	-37%	-$37K	﹤0.01%	1023
2026 Q1	$86.9K	Buy	765 +55	+8%	+$7.22K	﹤0.01%	895
2025 Q4	$85.6K	Buy	710 +59	+9%	+$7.22K	﹤0.01%	895
2025 Q3	$77.4K	Sell	651 -435	-40%	-$49.8K	﹤0.01%	930
2025 Q2	$119K	Buy	1,086 +37	+4%	+$3.65K	﹤0.01%	755
2025 Q1	$97K	Buy	1,049 +1,013	+2,814%	+$94K	﹤0.01%	761
2024 Q4	$3.16K	Buy	+36	New	+$3.42K	﹤0.01%	2106

Other funds holding CPA

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

SBI Securities's CPA Position: Q3 2026 in Review

SBI Securities increased its Copa Holdings (CPA) stake by 13% in Q3 2026, buying an estimated $8.75K and bringing the position to 545 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

SBI Securities first reported a position in CPA in Q4 2024 and has held it in 8 quarters since. The position peaked at $119K in Q2 2025. 59 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

SBI Securities held 545 shares of Copa Holdings worth $71.9K as of Q3 2026.
SBI Securities bought 64 Copa Holdings shares in Q3 2026, an estimated $8.75K.
Copa Holdings made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1033 holding.
SBI Securities first reported a position in Copa Holdings in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Copa Holdings position peaked at $119K in Q2 2025.
59 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.