TWD
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True Wealth Design’s Biglari Holdings Class B BH Stock Holding History

True Wealth Design’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$330 – 2681
2026
Q1 		$330 Hold
1
– – ﹤0.01% 2196
2025
Q4 		$333 Hold
1
– – ﹤0.01% 2088
2025
Q3 		$324 Hold
1
– – ﹤0.01% 2156
2025
Q2 		$293 Hold
1
– – ﹤0.01% 1941
2025
Q1 		$217 Buy
+1
New +$228 ﹤0.01% 1918

Other funds holding BH

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

True Wealth Design's BH Position: Q2 2026 in Review

True Wealth Design sold out of Biglari Holdings Class B (BH) in Q2 2026, closing a stake of 1 share — an estimated $330 sold.

True Wealth Design first reported a position in BH in Q1 2025 and held it in 5 quarters. The position peaked at $333 in Q4 2025. 8 funds tracked by Wall St. Rank hold BH as of Q2 2026.

  • True Wealth Design reported no remaining Biglari Holdings Class B position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Biglari Holdings Class B share in Q2 2026, an estimated $330.
  • True Wealth Design first reported a position in Biglari Holdings Class B in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Biglari Holdings Class B position peaked at $333 in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.