Position in CPA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,472
+$9,411 QoQ
Shares Held
189
+89.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Larson Financial Group LLC holds $945,939 across 15 Airlines names. CPA ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
7,031 | $467,420 | |
| 2 | LUV |
Southwest Airlines Co
|
6,060 | $227,674 | |
| 3 | UAL |
United Airlines Holdings, Inc.
|
1,982 | $182,482 | |
| 4 | CPA |
Copa Holdings, S.A.
This page
|
189 | $21,472 | |
| 5 | AAL |
American Airlines Group Inc.
|
1,811 | $19,450 | |
| 6 | SKYW |
Skywest Inc
|
69 | $6,336 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
160 | $5,884 | |
| 8 | RYAAY |
Ryanair Holdings PLC
|
71 | $4,103 |
All Filings in CPA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,472 | 189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,061 | 100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,485 | 63 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||