TCFG Wealth Management’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

TCFG Wealth 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	$248K	Buy	+18,100	New	+$249K	0.09%	223

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

TCFG Wealth Management's COPY Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q1 2026: 18,100 shares worth $248K. The stake represents 0.09% of the portfolio and ranks #223 among its holdings.

41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

TCFG Wealth Management held 18,100 shares of Tweedy Browne Insider + Value ETF worth $248K as of Q1 2026.
Tweedy Browne Insider + Value ETF was a new TCFG Wealth Management position in Q1 2026.
Tweedy Browne Insider + Value ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #223 holding.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.