Ingalls & Snyder LLC
COPY icon

Ingalls & Snyder LLC’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Ingalls & Snyder LLC’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
Q3 		$612K Buy
39,967
+20
+0.1% +$312 0.02% 272
2026
Q2 		$588K Hold
39,947
– – 0.02% 276
2026
Q1 		$548K Buy
39,947
+12,854
+47% +$177K 0.02% 280
2025
Q4 		$349K Buy
27,093
+14,765
+120% +$184K 0.01% 346
2025
Q3 		$152K Buy
+12,328
New +$149K 0.01% 459

Other funds holding COPY

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
NKCFO LLC
NKCFO LLC Geneva, Illinois $337M AUM 40.09% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Ingalls & Snyder LLC's COPY Position: Q3 2026 in Review

Ingalls & Snyder LLC increased its Tweedy Browne Insider + Value ETF (COPY) stake by 0.05% in Q3 2026, buying an estimated $312 and bringing the position to 39,967 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #272.

Ingalls & Snyder LLC first reported a position in COPY in Q3 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • Ingalls & Snyder LLC held 39,967 shares of Tweedy Browne Insider + Value ETF worth $612K as of Q3 2026.
  • Ingalls & Snyder LLC bought 20 Tweedy Browne Insider + Value ETF shares in Q3 2026, an estimated $312.
  • Tweedy Browne Insider + Value ETF made up 0.02% of Ingalls & Snyder LLC's portfolio in Q3 2026, its #272 holding.
  • Ingalls & Snyder LLC first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q3 2026, filed 12 Nov 2026.