Transamerica Financial Advisors’s Copa Holdings CPA Stock Holding History

Transamerica Financial Advisors’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	$197K	Buy	1,264 +16	+1%	+$2.08K	0.02%	425
2026 Q1	$142K	Sell	1,248 -408	-25%	-$53.6K	0.01%	450
2025 Q4	$200K	Buy	1,656 +179	+12%	+$21.9K	0.02%	365
2025 Q3	$175K	Buy	1,477 +431	+41%	+$49.3K	0.01%	346
2025 Q2	$115K	Buy	+1,046	New	+$103K	0.01%	265
2016 Q2	–	Sell	-783	Closed	-$54K	–	448
2016 Q1	$54K	Buy	+783	New	+$44K	﹤0.01%	357

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

Transamerica Financial Advisors's CPA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Copa Holdings (CPA) stake by 1.3% in Q2 2026, buying an estimated $2.08K and bringing the position to 1,264 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #425.

Transamerica Financial Advisors first reported a position in CPA in Q1 2016 and has held it in 6 quarters since. The position peaked at $200K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Transamerica Financial Advisors held 1,264 shares of Copa Holdings worth $197K as of Q2 2026.
Transamerica Financial Advisors bought 16 Copa Holdings shares in Q2 2026, an estimated $2.08K.
Copa Holdings made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #425 holding.
Transamerica Financial Advisors first reported a position in Copa Holdings in Q1 2016 and has held it in 6 quarters since.
Transamerica Financial Advisors's Copa Holdings position peaked at $200K in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.