Toth Financial Advisory
CPA icon

Toth Financial Advisory’s Copa Holdings CPA Stock Holding History

Toth Financial 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
Q3 		$39.6K Hold
300
– – ﹤0.01% 401
2026
Q2 		$46.7K Hold
300
– – ﹤0.01% 392
2026
Q1 		$34.1K Sell
300
-135
-31% -$17.7K ﹤0.01% 412
2025
Q4 		$52.5K Sell
435
-2,890
-87% -$354K 0.01% 349
2025
Q3 		$395K Buy
+3,325
New +$380K 0.04% 183

Other funds holding CPA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

Toth Financial Advisory's CPA Position: Q3 2026 in Review

Toth Financial Advisory held its Copa Holdings (CPA) position steady in Q3 2026 at 300 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Toth Financial Advisory first reported a position in CPA in Q3 2025 and has held it in 5 quarters since. The position peaked at $395K in Q3 2025. 59 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Toth Financial Advisory held 300 shares of Copa Holdings worth $39.6K as of Q3 2026.
  • Toth Financial Advisory left its Copa Holdings share count unchanged in Q3 2026.
  • Copa Holdings made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #401 holding.
  • Toth Financial Advisory first reported a position in Copa Holdings in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's Copa Holdings position peaked at $395K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.