SHIM
COPY

Stone House Investment Management’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Stone House Investment Management’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
Q1 		– Sell
-426
Closed -$5.5K – 1176
2025
Q4 		$5.5K Hold
426
– – ﹤0.01% 410
2025
Q3 		$5.25K Buy
+426
New +$5.14K ﹤0.01% 360

Other funds holding COPY

PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Stone House Investment Management's COPY Position: Q1 2026 in Review

Stone House Investment Management sold out of Tweedy Browne Insider + Value ETF (COPY) in Q1 2026, closing a stake of 426 shares — an estimated $5.5K sold.

Stone House Investment Management first reported a position in COPY in Q3 2025 and held it in 2 quarters. The position peaked at $5.5K in Q4 2025. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Stone House Investment Management reported no remaining Tweedy Browne Insider + Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 426 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $5.5K.
  • Stone House Investment Management first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and held it in 2 quarters.
  • Stone House Investment Management's Tweedy Browne Insider + Value ETF position peaked at $5.5K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.