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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
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

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its National CineMedia (NCMI) stake by 166% in Q2 2026, buying an estimated $368 and bringing the position to 173 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

True Wealth Design first reported a position in NCMI in Q4 2024 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold NCMI as of Q2 2026.

  • True Wealth Design held 173 shares of National CineMedia worth $658 as of Q2 2026.
  • True Wealth Design bought 108 National CineMedia shares in Q2 2026, an estimated $368.
  • National CineMedia made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2111 holding.
  • True Wealth Design first reported a position in National CineMedia in Q4 2024 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held National CineMedia as of Q2 2026.

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