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True Wealth Design’s Barnes & Noble Education BNED Stock Holding History

True Wealth Design’s Portfolio BNED Stock Details BNED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$395 Sell
34
-31
-48% -$372 ﹤0.01% 2199
2026
Q2 		$817 Buy
+65
New +$679 ﹤0.01% 2055

Other funds holding BNED

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

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

True Wealth Design reduced its Barnes & Noble Education (BNED) stake by 48% in Q3 2026, selling an estimated $372 and leaving 34 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

True Wealth Design first reported a position in BNED in Q2 2026 and has held it in 2 quarters since. The position peaked at $817 in Q2 2026. 9 funds tracked by Wall St. Rank hold BNED as of Q3 2026.

  • True Wealth Design held 34 shares of Barnes & Noble Education worth $395 as of Q3 2026.
  • True Wealth Design sold 31 Barnes & Noble Education shares in Q3 2026, an estimated $372.
  • Barnes & Noble Education made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2199 holding.
  • True Wealth Design first reported a position in Barnes & Noble Education in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's Barnes & Noble Education position peaked at $817 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Barnes & Noble Education as of Q3 2026.

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