True Wealth Design’s Expensify EXFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$149	Sell	66 -686	-91%	-$1.48K	﹤0.01%	2393
2026 Q2	$1.35K	Buy	752 +718	+2,112%	+$806	﹤0.01%	1871
2026 Q1	$30	Sell	34 -219	-87%	-$260	﹤0.01%	2604
2025 Q4	$383	Buy	253 +218	+623%	+$345	﹤0.01%	2038
2025 Q3	$65	Buy	+35	New	+$71	﹤0.01%	2535

Other funds holding EXFY

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Expensify (EXFY) stake by 91% in Q3 2026, selling an estimated $1.48K and leaving 66 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

True Wealth Design first reported a position in EXFY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.35K in Q2 2026. 5 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

True Wealth Design held 66 shares of Expensify worth $149 as of Q3 2026.
True Wealth Design sold 686 Expensify shares in Q3 2026, an estimated $1.48K.
Expensify made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2393 holding.
True Wealth Design first reported a position in Expensify in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Expensify position peaked at $1.35K in Q2 2026.
5 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

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