True Wealth Design’s First Guaranty Bancshares FGBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17	Buy	+2	New	+$18	﹤0.01%	2554

Other funds holding FGBI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

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

True Wealth Design opened a new position in First Guaranty Bancshares (FGBI) in Q3 2026: 2 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #2554 among its holdings.

27 funds tracked by Wall St. Rank hold FGBI as of Q3 2026.

True Wealth Design held 2 shares of First Guaranty Bancshares worth $17 as of Q3 2026.
First Guaranty Bancshares was a new True Wealth Design position in Q3 2026.
First Guaranty Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2554 holding.
27 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q3 2026.

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