Stifel Financial
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Stifel Financial’s Copa Holdings CPA Stock Holding History

Stifel Financial’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 		$880K Sell
7,746
-153
-2% -$20.1K ﹤0.01% 2523
2025
Q4 		$954K Buy
7,899
+2,803
+55% +$343K ﹤0.01% 2467
2025
Q3 		$606K Buy
5,096
+2,938
+136% +$336K ﹤0.01% 2697
2025
Q2 		$237K Buy
+2,158
New +$213K ﹤0.01% 3174
2023
Q4 		– Sell
-5,666
Closed -$505K – 3342
2023
Q3 		$505K Sell
5,666
-492
-8% -$51.1K ﹤0.01% 2482
2023
Q2 		$681K Sell
6,158
-1,030
-14% -$103K ﹤0.01% 2333
2023
Q1 		$664K Sell
7,188
-894
-11% -$81.1K ﹤0.01% 2343
2022
Q4 		$672K Buy
+8,082
New +$636K ﹤0.01% 2296
2020
Q3 		– Sell
-7,982
Closed -$404K – 2896
2020
Q2 		$404K Sell
7,982
-119
-1% -$5.49K ﹤0.01% 2178
2020
Q1 		$365K Sell
8,101
-3,416
-30% -$292K ﹤0.01% 2062
2019
Q4 		$1.25M Sell
11,517
-2,201
-16% -$230K ﹤0.01% 1670
2019
Q3 		$1.35M Buy
+13,718
New +$1.38M ﹤0.01% 1566
2019
Q1 		– Sell
-61,774
Closed -$4.86M – 2798
2018
Q4 		$4.86M Sell
61,774
-1,911
-3% -$150K 0.02% 789
2018
Q3 		$5.08M Sell
63,685
-2,022
-3% -$177K 0.01% 838
2018
Q2 		$6.14M Sell
65,707
-815
-1% -$91.4K 0.02% 722
2018
Q1 		$8.56M Sell
66,522
-17,863
-21% -$2.4M 0.03% 591
2017
Q4 		$11.3M Sell
84,385
-14,136
-14% -$1.84M 0.04% 481
2017
Q3 		$12.3M Sell
98,521
-14,599
-13% -$1.85M 0.04% 431
2017
Q2 		$13.2M Sell
113,120
-31,467
-22% -$3.62M 0.05% 376
2017
Q1 		$16.2M Buy
144,587
+636
+0.4% +$64.7K 0.06% 303
2016
Q4 		$13.1M Sell
143,951
-1,728
-1% -$157K 0.06% 337
2016
Q3 		$12.8M Sell
145,679
-3,886
-3% -$295K 0.06% 320
2016
Q2 		$7.82M Buy
149,565
+26,991
+22% +$1.56M 0.04% 437
2016
Q1 		$8.3M Buy
122,574
+55,843
+84% +$3.13M 0.04% 371
2015
Q4 		$3.22M Sell
66,731
-1,643
-2% -$85.5K 0.02% 756
2015
Q3 		$2.87M Sell
68,374
-10,066
-13% -$635K 0.02% 760
2015
Q2 		$6.48M Buy
+78,440
New +$7.48M 0.03% 482

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

Stifel Financial's CPA Position: Q1 2026 in Review

Stifel Financial reduced its Copa Holdings (CPA) stake by 1.9% in Q1 2026, selling an estimated $20.1K and leaving 7,746 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Stifel Financial first reported a position in CPA in Q2 2015 and has held it in 27 quarters since. The position peaked at $16.2M in Q1 2017. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Stifel Financial held 7,746 shares of Copa Holdings worth $880K as of Q1 2026.
  • Stifel Financial sold 153 Copa Holdings shares in Q1 2026, an estimated $20.1K.
  • Copa Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2523 holding.
  • Stifel Financial first reported a position in Copa Holdings in Q2 2015 and has held it in 27 quarters since.
  • Stifel Financial's Copa Holdings position peaked at $16.2M in Q1 2017.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.