True Wealth Design’s Braemar Hotels & Resorts BHR Stock Holding History

True Wealth Design’s Portfolio BHR Stock Details BHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-20	Closed	-$44	–	2609
2026 Q2	$44	Sell	20 -36	-64%	-$86	﹤0.01%	2603
2026 Q1	$133	Buy	56 +50	+833%	+$139	﹤0.01%	2414
2025 Q4	$18	Buy	+6	New	+$16	﹤0.01%	2488
2025 Q2	–	Sell	-18	Closed	-$45	–	2596
2025 Q1	$45	Buy	+18	New	+$49	﹤0.01%	2407

Other funds holding BHR

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's BHR Position: Q3 2026 in Review

True Wealth Design sold out of Braemar Hotels & Resorts (BHR) in Q3 2026, closing a stake of 20 shares — an estimated $44 sold.

True Wealth Design first reported a position in BHR in Q1 2025 and held it in 4 quarters. The position peaked at $133 in Q1 2026. 9 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

True Wealth Design reported no remaining Braemar Hotels & Resorts position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 20 Braemar Hotels & Resorts shares in Q3 2026, an estimated $44.
True Wealth Design first reported a position in Braemar Hotels & Resorts in Q1 2025 and held it in 4 quarters.
True Wealth Design's Braemar Hotels & Resorts position peaked at $133 in Q1 2026.
9 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.