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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → CPA
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CPA Position History
Copa Holdings, S.A. • Transportation & Utilities
Quarters held
4
Latest value
$386K
Q3 2026
Peak value
$386K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $9K |
| Q2 2026 | $344K |
| Q3 2026 | $26K |
| Q3 2026 | $386K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $386K | 2.9K | — | — |
| Q3 2026 | $26K | 199 | — | — |
| Q2 2026 | $344K | 2.2K | — | — |
| Q2 2026 | $9K | 56 | — | — |
Other funds holding CPA
$146.8M
$125.8M
$121.1M
$120.2M
$106.6M
$69.3M