Private Management Group
COPY icon

Private Management Group’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Private Management 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
Q3 		$302K Sell
19,706
-393
-2% -$6.12K 0.01% 270
2026
Q2 		$296K Sell
20,099
-408
-2% -$5.95K 0.01% 271
2026
Q1 		$281K Sell
20,507
-173
-0.8% -$2.38K 0.01% 274
2025
Q4 		$267K Sell
20,680
-272
-1% -$3.4K 0.01% 272
2025
Q3 		$258K Sell
20,952
-508
-2% -$6.13K 0.01% 260
2025
Q2 		$252K Buy
21,460
+4,432
+26% +$47.8K 0.01% 250
2025
Q1 		$176K Buy
+17,028
New +$177K 0.01% 209

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
NKCFO LLC
NKCFO LLC Geneva, Illinois $337M AUM 40.09% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Private Management Group's COPY Position: Q3 2026 in Review

Private Management Group reduced its Tweedy Browne Insider + Value ETF (COPY) stake by 2% in Q3 2026, selling an estimated $6.12K and leaving 19,706 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #270.

Private Management Group first reported a position in COPY in Q1 2025 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • Private Management Group held 19,706 shares of Tweedy Browne Insider + Value ETF worth $302K as of Q3 2026.
  • Private Management Group sold 393 Tweedy Browne Insider + Value ETF shares in Q3 2026, an estimated $6.12K.
  • Tweedy Browne Insider + Value ETF made up 0.01% of Private Management Group's portfolio in Q3 2026, its #270 holding.
  • Private Management Group first reported a position in Tweedy Browne Insider + Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Private Management Group's 13F filing for Q3 2026, filed 4 Nov 2026.