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True Wealth Design’s Bassett Furniture BSET Stock Holding History

True Wealth Design’s Portfolio BSET Stock Details BSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426 Buy
24
+20
+500% +$297 ﹤0.01% 2248
2026
Q1 		$57 Buy
4
+3
+300% +$46 ﹤0.01% 2553
2025
Q4 		$17 Buy
+1
New +$16 ﹤0.01% 2490

Other funds holding BSET

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its Bassett Furniture (BSET) stake by 500% in Q2 2026, buying an estimated $297 and bringing the position to 24 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

True Wealth Design first reported a position in BSET in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BSET as of Q2 2026.

  • True Wealth Design held 24 shares of Bassett Furniture worth $426 as of Q2 2026.
  • True Wealth Design bought 20 Bassett Furniture shares in Q2 2026, an estimated $297.
  • Bassett Furniture made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2248 holding.
  • True Wealth Design first reported a position in Bassett Furniture in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Bassett Furniture as of Q2 2026.

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