TWD
FPI

True Wealth Design’s Farmland Partners FPI Stock Holding History

True Wealth Design’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$465 Sell
48
-18
-27% -$192 ﹤0.01% 2222
2026
Q1 		$742 Buy
66
+42
+175% +$482 ﹤0.01% 1911
2025
Q4 		$233 Buy
24
+11
+85% +$110 ﹤0.01% 2189
2025
Q3 		$142 Hold
13
– – ﹤0.01% 2378
2025
Q2 		$150 Sell
13
-8
-38% -$86 ﹤0.01% 2144
2025
Q1 		$235 Buy
+21
New +$242 ﹤0.01% 1887

Other funds holding FPI

RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design reduced its Farmland Partners (FPI) stake by 27% in Q2 2026, selling an estimated $192 and leaving 48 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

True Wealth Design first reported a position in FPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $742 in Q1 2026. 12 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

  • True Wealth Design held 48 shares of Farmland Partners worth $465 as of Q2 2026.
  • True Wealth Design sold 18 Farmland Partners shares in Q2 2026, an estimated $192.
  • Farmland Partners made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2222 holding.
  • True Wealth Design first reported a position in Farmland Partners in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Farmland Partners position peaked at $742 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

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