Steward Partners Investment Advisory’s Copa Holdings CPA Stock Holding History

Steward Partners Investment Advisory’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	$869K	Buy	5,587 +594	+12%	+$77.3K	﹤0.01%	1376
2026 Q1	$567K	Buy	4,993 +3,180	+175%	+$417K	﹤0.01%	1449
2025 Q4	$219K	Buy	1,813 +2	+0.1%	+$245	﹤0.01%	1887
2025 Q3	$215K	Buy	1,811 +1	+0.1%	+$114	﹤0.01%	1833
2025 Q2	$199K	Sell	1,810 -838	-32%	-$82.7K	﹤0.01%	1767
2025 Q1	$245K	Sell	2,648 -37	-1%	-$3.43K	﹤0.01%	1552
2024 Q4	$236K	Buy	2,685 +521	+24%	+$49.4K	﹤0.01%	1516
2024 Q3	$203K	Sell	2,164 -3,270	-60%	-$296K	﹤0.01%	1526
2024 Q2	$517K	Sell	5,434 -589	-10%	-$58.8K	0.01%	1055
2024 Q1	$627K	Buy	6,023 +4,165	+224%	+$414K	0.01%	964
2023 Q4	$198K	Buy	1,858 +584	+46%	+$53.4K	﹤0.01%	1383
2023 Q3	$114K	Sell	1,274 -3	-0.2%	-$312	﹤0.01%	1520
2023 Q2	$141K	Buy	1,277 +4	+0.3%	+$401	﹤0.01%	1423
2023 Q1	$118K	Sell	1,273 -19	-1%	-$1.72K	﹤0.01%	1515
2022 Q4	$107K	Buy	1,292 +963	+293%	+$75.8K	﹤0.01%	1514
2022 Q3	$22K	Buy	329 +229	+229%	+$15.9K	﹤0.01%	2178
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	2680
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	2732
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	2677
2021 Q3	$8K	Sell	100 -32	-24%	-$2.39K	﹤0.01%	2666
2021 Q2	$10K	Sell	132 -20	-13%	-$1.61K	﹤0.01%	6047
2021 Q1	$12.3K	Hold	152	–	–	﹤0.01%	2691
2020 Q4	$12K	Sell	152 -11	-7%	-$734	﹤0.01%	2231
2020 Q3	$8K	Hold	163	–	–	﹤0.01%	2209
2020 Q2	$8K	Buy	163 +25	+18%	+$1.15K	﹤0.01%	2113
2020 Q1	$6K	Hold	138	–	–	﹤0.01%	2012
2019 Q4	$14K	Hold	138	–	–	﹤0.01%	1887
2019 Q3	$13K	Sell	138 -75	-35%	-$7.56K	﹤0.01%	1875
2019 Q2	$20K	Buy	+213	New	+$18.9K	﹤0.01%	1705
2018 Q4	–	Sell	-1,308	Closed	-$104K	–	1016
2018 Q3	$104K	Buy	1,308 +1,210	+1,235%	+$106K	0.01%	918
2018 Q2	$9K	Hold	98	–	–	﹤0.01%	1769
2018 Q1	$12K	Buy	+98	New	+$13.1K	﹤0.01%	1514

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

Steward Partners Investment Advisory's CPA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Copa Holdings (CPA) stake by 12% in Q2 2026, buying an estimated $77.3K and bringing the position to 5,587 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Steward Partners Investment Advisory first reported a position in CPA in Q1 2018 and has held it in 32 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Steward Partners Investment Advisory held 5,587 shares of Copa Holdings worth $869K as of Q2 2026.
Steward Partners Investment Advisory bought 594 Copa Holdings shares in Q2 2026, an estimated $77.3K.
Copa Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1376 holding.
Steward Partners Investment Advisory first reported a position in Copa Holdings in Q1 2018 and has held it in 32 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.