True Wealth Design’s National CineMedia NCMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-173	Closed	-$658	–	2713
2026 Q2	$658	Buy	173 +108	+166%	+$368	﹤0.01%	2111
2026 Q1	$199	Buy	+65	New	+$228	﹤0.01%	2336
2025 Q2	–	Sell	-25	Closed	-$146	–	2734
2025 Q1	$146	Sell	25 -18	-42%	-$115	﹤0.01%	2073
2024 Q4	$286	Buy	+43	New	+$296	﹤0.01%	1171

Other funds holding NCMI

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

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MPWT

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

FFA

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

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

True Wealth Design sold out of National CineMedia (NCMI) in Q3 2026, closing a stake of 173 shares — an estimated $658 sold.

True Wealth Design first reported a position in NCMI in Q4 2024 and held it in 4 quarters. The position peaked at $658 in Q2 2026. 5 funds tracked by Wall St. Rank hold NCMI as of Q3 2026.

True Wealth Design reported no remaining National CineMedia position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 173 National CineMedia shares in Q3 2026, an estimated $658.
True Wealth Design first reported a position in National CineMedia in Q4 2024 and held it in 4 quarters.
True Wealth Design's National CineMedia position peaked at $658 in Q2 2026.
5 funds tracked by Wall St. Rank held National CineMedia as of Q3 2026.

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