JIC
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Joel Isaacson & Co’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Joel Isaacson & Co’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 		$157K Buy
10,661
+551
+5% +$8.04K ﹤0.01% 468
2026
Q1 		$139K Buy
+10,110
New +$139K ﹤0.01% 440

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 $158M AUM 11.62% 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

Joel Isaacson & Co's COPY Position: Q2 2026 in Review

Joel Isaacson & Co increased its Tweedy Browne Insider + Value ETF (COPY) stake by 5.5% in Q2 2026, buying an estimated $8.04K and bringing the position to 10,661 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Joel Isaacson & Co first reported a position in COPY in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Joel Isaacson & Co held 10,661 shares of Tweedy Browne Insider + Value ETF worth $157K as of Q2 2026.
  • Joel Isaacson & Co bought 551 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $8.04K.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #468 holding.
  • Joel Isaacson & Co first reported a position in Tweedy Browne Insider + Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.