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True Wealth Design’s ECB Bancorp ECBK Stock Holding History

True Wealth Design’s Portfolio ECBK Stock Details ECBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102 Buy
5
+1
+25% +$21 ﹤0.01% 2439
2026
Q2 		$81 Buy
+4
New +$74 ﹤0.01% 2560
2025
Q4 		– Sell
-1
Closed -$16 – 2639
2025
Q3 		$16 Buy
+1
New +$16 ﹤0.01% 2670

Other funds holding ECBK

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design increased its ECB Bancorp (ECBK) stake by 25% in Q3 2026, buying an estimated $21 and bringing the position to 5 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

True Wealth Design first reported a position in ECBK in Q3 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold ECBK as of Q3 2026.

  • True Wealth Design held 5 shares of ECB Bancorp worth $102 as of Q3 2026.
  • True Wealth Design bought 1 ECB Bancorp share in Q3 2026, an estimated $21.
  • ECB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2439 holding.
  • True Wealth Design first reported a position in ECB Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held ECB Bancorp as of Q3 2026.

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