True Wealth Design’s Flushing Financial FFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-238	Closed	-$3.66K	–	2736
2026 Q1	$3.66K	Sell	238 -3	-1%	-$47	﹤0.01%	1324
2025 Q4	$3.66K	Buy	241 +33	+16%	+$500	﹤0.01%	1218
2025 Q3	$2.87K	Buy	208 +197	+1,791%	+$2.56K	﹤0.01%	1332
2025 Q2	$131	Sell	11 -162	-94%	-$1.95K	﹤0.01%	2176
2025 Q1	$2.2K	Buy	173 +126	+268%	+$1.77K	﹤0.01%	977
2024 Q4	$672	Sell	47 -86	-65%	-$1.37K	﹤0.01%	1035
2024 Q3	$1.94K	Buy	+133	New	+$1.87K	﹤0.01%	799

Other funds holding FFIC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's FFIC Position: Q2 2026 in Review

True Wealth Design sold out of Flushing Financial (FFIC) in Q2 2026, closing a stake of 238 shares — an estimated $3.66K sold.

True Wealth Design first reported a position in FFIC in Q3 2024 and held it in 7 quarters. The position peaked at $3.66K in Q1 2026. 1 fund tracked by Wall St. Rank holds FFIC as of Q2 2026.

True Wealth Design reported no remaining Flushing Financial position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 238 Flushing Financial shares in Q2 2026, an estimated $3.66K.
True Wealth Design first reported a position in Flushing Financial in Q3 2024 and held it in 7 quarters.
True Wealth Design's Flushing Financial position peaked at $3.66K in Q1 2026.
1 fund tracked by Wall St. Rank held Flushing Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.