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 Q1	$139K	Buy	+10,110	New	+$139K	﹤0.01%	440

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Joel Isaacson & Co's COPY Position: Q1 2026 in Review

Joel Isaacson & Co opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q1 2026: 10,110 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

Joel Isaacson & Co held 10,110 shares of Tweedy Browne Insider + Value ETF worth $139K as of Q1 2026.
Tweedy Browne Insider + Value ETF was a new Joel Isaacson & Co position in Q1 2026.
Tweedy Browne Insider + Value ETF made up ﹤0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #440 holding.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.