Oppenheimer & Co
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Oppenheimer & Co’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Oppenheimer & 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
Q3 		$1.01M Sell
65,609
-1,650
-2% -$25.7K 0.01% 912
2026
Q2 		$991K Buy
67,259
+6,852
+11% +$100K 0.01% 935
2026
Q1 		$829K Buy
60,407
+21,682
+56% +$298K 0.01% 957
2025
Q4 		$500K Buy
38,725
+1,200
+3% +$15K 0.01% 1073
2025
Q3 		$462K Buy
+37,525
New +$453K 0.01% 1205

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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Lakeside Advisors
Lakeside Advisors Seattle, Washington $171M AUM 16.17% 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
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Oppenheimer & Co's COPY Position: Q3 2026 in Review

Oppenheimer & Co reduced its Tweedy Browne Insider + Value ETF (COPY) stake by 2.5% in Q3 2026, selling an estimated $25.7K and leaving 65,609 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #912.

Oppenheimer & Co first reported a position in COPY in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • Oppenheimer & Co held 65,609 shares of Tweedy Browne Insider + Value ETF worth $1.01M as of Q3 2026.
  • Oppenheimer & Co sold 1,650 Tweedy Browne Insider + Value ETF shares in Q3 2026, an estimated $25.7K.
  • Tweedy Browne Insider + Value ETF made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #912 holding.
  • Oppenheimer & Co first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.