NFG
COPY

Nations Financial Group’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Nations Financial Group’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 		$4.88M Buy
331,322
+10,929
+3% +$159K 0.23% 99
2026
Q1 		$4.4M Buy
320,393
+52,188
+19% +$717K 0.23% 110
2025
Q4 		$3.46M Buy
268,205
+35,114
+15% +$438K 0.18% 130
2025
Q3 		$2.87M Buy
+233,091
New +$2.81M 0.18% 139

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
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Nations Financial Group's COPY Position: Q2 2026 in Review

Nations Financial Group increased its Tweedy Browne Insider + Value ETF (COPY) stake by 3.4% in Q2 2026, buying an estimated $159K and bringing the position to 331,322 shares worth $4.88M. The position accounts for 0.23% of the portfolio, ranked #99.

Nations Financial Group first reported a position in COPY in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Nations Financial Group held 331,322 shares of Tweedy Browne Insider + Value ETF worth $4.88M as of Q2 2026.
  • Nations Financial Group bought 10,929 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $159K.
  • Tweedy Browne Insider + Value ETF made up 0.23% of Nations Financial Group's portfolio in Q2 2026, its #99 holding.
  • Nations Financial Group first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.