True Wealth Design’s FB Bancorp FBLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$314	Buy	19 +6	+46%	+$94	﹤0.01%	2257
2026 Q2	$196	Buy	13 +10	+333%	+$142	﹤0.01%	2451
2026 Q1	$42	Hold	3	–	–	﹤0.01%	2577
2025 Q4	$39	Buy	+3	New	+$37	﹤0.01%	2434

Other funds holding FBLA

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

True Wealth Design increased its FB Bancorp (FBLA) stake by 46% in Q3 2026, buying an estimated $94 and bringing the position to 19 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

True Wealth Design first reported a position in FBLA in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold FBLA as of Q3 2026.

True Wealth Design held 19 shares of FB Bancorp worth $314 as of Q3 2026.
True Wealth Design bought 6 FB Bancorp shares in Q3 2026, an estimated $94.
FB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2257 holding.
True Wealth Design first reported a position in FB Bancorp in Q4 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held FB Bancorp as of Q3 2026.

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