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Summit Financial’s Copa Holdings CPA Stock Holding History

Summit 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
Q2 		$405K Sell
2,601
-136
-5% -$17.7K ﹤0.01% 1181
2026
Q1 		$311K Buy
+2,737
New +$359K ﹤0.01% 1179

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Summit Financial's CPA Position: Q2 2026 in Review

Summit Financial reduced its Copa Holdings (CPA) stake by 5% in Q2 2026, selling an estimated $17.7K and leaving 2,601 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Summit Financial first reported a position in CPA in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Summit Financial held 2,601 shares of Copa Holdings worth $405K as of Q2 2026.
  • Summit Financial sold 136 Copa Holdings shares in Q2 2026, an estimated $17.7K.
  • Copa Holdings made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1181 holding.
  • Summit Financial first reported a position in Copa Holdings in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.