True Wealth Design’s Bank7 Corp BSVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$110	Buy	+2	New	+$104	﹤0.01%	2434
2026 Q2	–	Sell	-3	Closed	-$120	–	2687
2026 Q1	$120	Hold	3	–	–	﹤0.01%	2435
2025 Q4	$123	Sell	3 -1	-25%	-$43	﹤0.01%	2301
2025 Q3	$186	Buy	4 +1	+33%	+$47	﹤0.01%	2316
2025 Q2	$126	Buy	3 +1	+50%	+$38	﹤0.01%	2187
2025 Q1	$78	Buy	+2	New	+$84	﹤0.01%	2279

Other funds holding BSVN

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

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

FFA

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

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

True Wealth Design opened a new position in Bank7 Corp (BSVN) in Q3 2026: 2 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #2434 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BSVN as recently as Q1 2026.

True Wealth Design first reported a position in BSVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $186 in Q3 2025. 4 funds tracked by Wall St. Rank hold BSVN as of Q3 2026.

True Wealth Design held 2 shares of Bank7 Corp worth $110 as of Q3 2026.
Bank7 Corp was a new True Wealth Design position in Q3 2026.
Bank7 Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2434 holding.
True Wealth Design first reported a position in Bank7 Corp in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Bank7 Corp position peaked at $186 in Q3 2025.
4 funds tracked by Wall St. Rank held Bank7 Corp as of Q3 2026.

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