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 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 New York $9.16B AUM 63.5% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Private Management Group's COPY Position: Q2 2026 in Review

Private Management Group reduced its Tweedy Browne Insider + Value ETF (COPY) stake by 2% in Q2 2026, selling an estimated $5.95K and leaving 20,099 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #271.

Private Management Group first reported a position in COPY in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

Private Management Group held 20,099 shares of Tweedy Browne Insider + Value ETF worth $296K as of Q2 2026.
Private Management Group sold 408 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $5.95K.
Tweedy Browne Insider + Value ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #271 holding.
Private Management Group first reported a position in Tweedy Browne Insider + Value ETF in Q1 2025 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.