BFS
COPY

Bare Financial Services’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Bare Financial Services’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 		– Sell
-4,341
Closed -$56K – 1907
2025
Q4 		$56K Hold
4,341
– – 0.02% 78
2025
Q3 		$53.4K Hold
4,341
– – 0.02% 73
2025
Q2 		$50.9K Buy
+4,341
New +$46.8K 0.02% 69

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 $1.94B AUM 25.76% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 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 $16.5B AUM 19.94% 1-Year Est. Return

Bare Financial Services's COPY Position: Q1 2026 in Review

Bare Financial Services sold out of Tweedy Browne Insider + Value ETF (COPY) in Q1 2026, closing a stake of 4,341 shares — an estimated $56K sold.

Bare Financial Services first reported a position in COPY in Q2 2025 and held it in 3 quarters. The position peaked at $56K in Q4 2025. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Bare Financial Services reported no remaining Tweedy Browne Insider + Value ETF position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 4,341 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $56K.
  • Bare Financial Services first reported a position in Tweedy Browne Insider + Value ETF in Q2 2025 and held it in 3 quarters.
  • Bare Financial Services's Tweedy Browne Insider + Value ETF position peaked at $56K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.