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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
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

SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

True Wealth Design sold out of Bank7 Corp (BSVN) in Q2 2026, closing a stake of 3 shares — an estimated $120 sold.

True Wealth Design first reported a position in BSVN in Q1 2025 and held it in 5 quarters. The position peaked at $186 in Q3 2025. 13 funds tracked by Wall St. Rank hold BSVN as of Q2 2026.

  • True Wealth Design reported no remaining Bank7 Corp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 3 Bank7 Corp shares in Q2 2026, an estimated $120.
  • True Wealth Design first reported a position in Bank7 Corp in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Bank7 Corp position peaked at $186 in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Bank7 Corp as of Q2 2026.

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