TWD
CFFI icon

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
Q2 		$80 Buy
+1
New +$76 ﹤0.01% 2562

Other funds holding CFFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

True Wealth Design opened a new position in C&F Financial (CFFI) in Q2 2026: 1 share worth $80. The stake represents ﹤0.01% of the portfolio and ranks #2562 among its holdings.

4 funds tracked by Wall St. Rank hold CFFI as of Q2 2026.

  • True Wealth Design held 1 share of C&F Financial worth $80 as of Q2 2026.
  • C&F Financial was a new True Wealth Design position in Q2 2026.
  • C&F Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2562 holding.
  • 4 funds tracked by Wall St. Rank held C&F Financial as of Q2 2026.

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