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
Q2 		– Sell
-16,780
Closed -$230K – 5868
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 $9.16B AUM 63.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of America's COPY Position: Q2 2026 in Review

Bank of America sold out of Tweedy Browne Insider + Value ETF (COPY) in Q2 2026, closing a stake of 16,780 shares — an estimated $230K sold.

Bank of America first reported a position in COPY in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2026. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Bank of America reported no remaining Tweedy Browne Insider + Value ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of America sold 16,780 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $230K.
  • Bank of America first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and held it in 3 quarters.
  • Bank of America's Tweedy Browne Insider + Value ETF position peaked at $230K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.