Truist Financial’s Copa Holdings CPA Stock Holding History

Truist 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	$243K	Buy	+1,564	New	+$204K	﹤0.01%	2657
2023 Q4	–	Sell	-18,574	Closed	-$1.66M	–	2650
2023 Q3	$1.66M	Sell	18,574 -6,216	-25%	-$645K	﹤0.01%	1325
2023 Q2	$2.74M	Sell	24,790 -4,945	-17%	-$495K	﹤0.01%	1107
2023 Q1	$2.75M	Buy	29,735 +154	+0.5%	+$14K	﹤0.01%	1085
2022 Q4	$2.46M	Buy	29,581 +8,957	+43%	+$705K	﹤0.01%	1101
2022 Q3	$1.38M	Buy	+20,624	New	+$1.44M	﹤0.01%	1362
2020 Q2	–	Sell	-22,217	Closed	-$1.01M	–	2436
2020 Q1	$1.01M	Sell	22,217 -5,273	-19%	-$451K	﹤0.01%	1253
2019 Q4	$2.97M	Buy	+27,490	New	+$2.87M	0.01%	963
2014 Q2	–	Sell	-1,566	Closed	-$228K	–	785
2014 Q1	$228K	Buy	1,566 +311	+25%	+$43.3K	0.01%	717
2013 Q4	$201K	Buy	+1,255	New	+$190K	0.01%	746

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

Truist Financial's CPA Position: Q2 2026 in Review

Truist Financial opened a new position in Copa Holdings (CPA) in Q2 2026: 1,564 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2657 among its holdings. This is a return to the name: Truist Financial previously reported a position in CPA as recently as Q3 2023.

Truist Financial first reported a position in CPA in Q4 2013 and has held it in 10 quarters since. The position peaked at $2.97M in Q4 2019. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Truist Financial held 1,564 shares of Copa Holdings worth $243K as of Q2 2026.
Copa Holdings was a new Truist Financial position in Q2 2026.
Copa Holdings made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2657 holding.
Truist Financial first reported a position in Copa Holdings in Q4 2013 and has held it in 10 quarters since.
Truist Financial's Copa Holdings position peaked at $2.97M in Q4 2019.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.