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BOLTON SECURITIES CORPORATION’s Copa Holdings CPA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.71K Buy
+13
New +$1.78K ﹤0.01% 2116
2025
Q1 		$92.5K Buy
+1,000
New +$92.8K 0.01% 900

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CPA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Copa Holdings (CPA) in Q3 2026: 13 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CPA as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in CPA in Q1 2025 and has held it in 2 quarters since. The position peaked at $92.5K in Q1 2025. 196 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 13 shares of Copa Holdings worth $1.71K as of Q3 2026.
  • Copa Holdings was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • Copa Holdings made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2116 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Copa Holdings in Q1 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Copa Holdings position peaked at $92.5K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.