Bank of America
COPY

Bank of America’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Bank of America’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Hold
16,780
– – ﹤0.01% 5290
2025
Q4 		$216K Hold
16,780
– – ﹤0.01% 5303
2025
Q3 		$207K Buy
+16,780
New +$203K ﹤0.01% 6263

Other funds holding COPY

PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America's COPY Position: Q1 2026 in Review

Bank of America held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q1 2026 at 16,780 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #5290.

Bank of America first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Bank of America held 16,780 shares of Tweedy Browne Insider + Value ETF worth $230K as of Q1 2026.
  • Bank of America left its Tweedy Browne Insider + Value ETF share count unchanged in Q1 2026.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5290 holding.
  • Bank of America first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.