Steward Partners Investment Advisory, LLC

Position in CPA — Copa Holdings, S.A.

CIK 1723397 STAMFORD, CT

Position in CPA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$567,254

+$348,589 QoQ

Shares Held

4,993

+175.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $6,328,216 across 11 Airlines names. CPA ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	64,323	$4,276,193
2	UAL	United Airlines Holdings, Inc.	7,514	$691,813
3	CPA	Copa Holdings, S.A. This page	4,993	$567,254
4	LUV	Southwest Airlines Co	14,008	$526,280
5	AAL	American Airlines Group Inc.	9,269	$99,549
6	ALGT	Allegiant Travel CO	725	$58,754
7	RYAAY	Ryanair Holdings PLC	782	$45,199
8	ALK	Alaska Air Group, Inc.	539	$19,824

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$567,254	4,993	+175.4%	Shares	Sole	2026-05-08
2025-12-31	$218,665	1,813	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$215,183	1,811	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$199,045	1,810	-32.6%	Shares	Sole	2025-08-12
2024-12-31	$235,957	2,685	+24.1%	Shares	Sole	2025-02-06
2024-09-30	$203,069	2,164	-60.2%	Shares	Sole	2024-11-14
2024-06-30	$517,208	5,434	-9.8%	Shares	Sole	2024-08-08
2024-03-31	$627,355	6,023	+224.2%	Shares	Sole	2024-05-15
2023-12-31	$197,523	1,858	+45.8%	Shares	Sole	2024-02-12
2023-09-30	$113,538	1,274	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$141,210	1,277	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$117,561	1,273	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$107,455	1,292	+292.7%	Shares	Sole	2023-02-15
2022-09-30	$22,046	329	+229.0%	Shares	Sole	2022-11-10
2022-06-30	$6,337	100	0.0%	Shares	Sole	2022-08-04
2022-03-31	$8,364	100	0.0%	Shares	Sole	2022-05-02
2021-12-31	$8,266	100	0.0%	Shares	Sole	2022-02-08
2021-09-30	$8,138	100	-24.2%	Shares	Sole	2021-11-12
2021-06-30	$9,943	132	-13.2%	Shares	Sole	2021-08-13
2021-03-31	$12,280	152	0.0%	Shares	Sole	2021-05-17
2020-12-31	$11,738	152	-6.7%	Shares	Sole	2021-02-11
2020-09-30	$8,205	163	0.0%	Shares	Sole	2020-10-30
2020-06-30	$8,241	163	+18.1%	Shares	Sole	2020-08-06
2020-03-31	$6,250	138	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.