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True Wealth Design’s Encore Capital Group ECPG Stock Holding History

True Wealth Design’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.3K Hold
173
– – ﹤0.01% 896
2026
Q2 		$16.1K Sell
173
-12
-6% -$977 ﹤0.01% 897
2026
Q1 		$13K Hold
185
– – ﹤0.01% 883
2025
Q4 		$10.1K Buy
185
+56
+43% +$2.7K ﹤0.01% 864
2025
Q3 		$5.38K Buy
129
+33
+34% +$1.35K ﹤0.01% 1055
2025
Q2 		$3.72K Buy
96
+92
+2,300% +$3.34K ﹤0.01% 929
2025
Q1 		$138 Buy
+4
New +$174 ﹤0.01% 2095

Other funds holding ECPG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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 ECPG Position: Q3 2026 in Review

True Wealth Design held its Encore Capital Group (ECPG) position steady in Q3 2026 at 173 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

True Wealth Design first reported a position in ECPG in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold ECPG as of Q3 2026.

  • True Wealth Design held 173 shares of Encore Capital Group worth $16.3K as of Q3 2026.
  • True Wealth Design left its Encore Capital Group share count unchanged in Q3 2026.
  • Encore Capital Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #896 holding.
  • True Wealth Design first reported a position in Encore Capital Group in Q1 2025 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held Encore Capital Group as of Q3 2026.

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