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True Wealth Design’s Financial Institutions FISI Stock Holding History

True Wealth Design’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56K Hold
40
– – ﹤0.01% 1801
2026
Q1 		$1.27K Hold
40
– – ﹤0.01% 1720
2025
Q4 		$1.25K Hold
40
– – ﹤0.01% 1630
2025
Q3 		$1.09K Buy
+40
New +$1.07K ﹤0.01% 1718
2024
Q4 		– Sell
-17
Closed -$433 – 1415
2024
Q3 		$433 Buy
+17
New +$406 ﹤0.01% 1121

Other funds holding FISI

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design held its Financial Institutions (FISI) position steady in Q2 2026 at 40 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

True Wealth Design first reported a position in FISI in Q3 2024 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • True Wealth Design held 40 shares of Financial Institutions worth $1.56K as of Q2 2026.
  • True Wealth Design left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1801 holding.
  • True Wealth Design first reported a position in Financial Institutions in Q3 2024 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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