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True Wealth Design’s Diebold Nixdorf DBD Stock Holding History

True Wealth Design’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12
Closed -$1.02K – 2637
2026
Q2 		$1.02K Sell
12
-5
-29% -$402 ﹤0.01% 1966
2026
Q1 		$1.28K Sell
17
-1
-6% -$74 ﹤0.01% 1713
2025
Q4 		$1.22K Buy
18
+8
+80% +$500 ﹤0.01% 1639
2025
Q3 		$571 Hold
10
– – ﹤0.01% 1963
2025
Q2 		$554 Buy
+10
New +$469 ﹤0.01% 1701

Other funds holding DBD

BPCM
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design sold out of Diebold Nixdorf (DBD) in Q3 2026, closing a stake of 12 shares — an estimated $1.02K sold.

True Wealth Design first reported a position in DBD in Q2 2025 and held it in 5 quarters. The position peaked at $1.28K in Q1 2026. 20 funds tracked by Wall St. Rank hold DBD as of Q3 2026.

  • True Wealth Design reported no remaining Diebold Nixdorf position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 12 Diebold Nixdorf shares in Q3 2026, an estimated $1.02K.
  • True Wealth Design first reported a position in Diebold Nixdorf in Q2 2025 and held it in 5 quarters.
  • True Wealth Design's Diebold Nixdorf position peaked at $1.28K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Diebold Nixdorf as of Q3 2026.

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