SFA
COPY

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

Sequoia Financial 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
Q2 		$190K Hold
12,912
– – ﹤0.01% 1999
2026
Q1 		$177K Buy
+12,912
New +$177K ﹤0.01% 1806

Other funds holding COPY

CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sequoia Financial Advisors's COPY Position: Q2 2026 in Review

Sequoia Financial Advisors held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q2 2026 at 12,912 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Sequoia Financial Advisors first reported a position in COPY in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Sequoia Financial Advisors held 12,912 shares of Tweedy Browne Insider + Value ETF worth $190K as of Q2 2026.
  • Sequoia Financial Advisors left its Tweedy Browne Insider + Value ETF share count unchanged in Q2 2026.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1999 holding.
  • Sequoia Financial Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.