Summit Financial, LLC

Position in CPA — Copa Holdings, S.A.

CIK 1765536 PARSIPPANY, NJ

Position in CPA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$404,637

+$93,687 QoQ

Shares Held

2,601

-5.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#192

of 322 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $9,892,305 across 4 Airlines names. CPA ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	68,725	$6,436,783
2	LUV	Southwest Airlines Co	43,409	$2,232,090
3	UAL	United Airlines Holdings, Inc.	6,021	$818,795
4	CPA	Copa Holdings, S.A. This page	2,601	$404,637

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,637	2,601	-5.0%	Shares	Sole	2026-08-12
2026-03-31	$310,950	2,737	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.