Lakeside Advisors
COPY icon

Lakeside Advisors’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Lakeside Advisors’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 		$490K Buy
+32,000
New +$499K 0.29% 51

Other funds holding COPY

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Lakeside Advisors's COPY Position: Q3 2026 in Review

Lakeside Advisors opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q3 2026: 32,000 shares worth $490K. The stake represents 0.29% of the portfolio and ranks #51 among its holdings.

6 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • Lakeside Advisors held 32,000 shares of Tweedy Browne Insider + Value ETF worth $490K as of Q3 2026.
  • Tweedy Browne Insider + Value ETF was a new Lakeside Advisors position in Q3 2026.
  • Tweedy Browne Insider + Value ETF made up 0.29% of Lakeside Advisors's portfolio in Q3 2026, its #51 holding.
  • 6 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.