True Wealth Design’s C&F Financial CFFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$98	Hold	1	–	–	﹤0.01%	2443
2026 Q2	$80	Buy	+1	New	+$76	﹤0.01%	2562

Other funds holding CFFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

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

True Wealth Design held its C&F Financial (CFFI) position steady in Q3 2026 at 1 share worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

True Wealth Design first reported a position in CFFI in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CFFI as of Q3 2026.

True Wealth Design held 1 share of C&F Financial worth $98 as of Q3 2026.
True Wealth Design left its C&F Financial share count unchanged in Q3 2026.
C&F Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2443 holding.
True Wealth Design first reported a position in C&F Financial in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held C&F Financial as of Q3 2026.

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