True Wealth Design’s Northfield Bancorp NFBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310	Sell	21 -85	-80%	-$1.2K	﹤0.01%	2342
2026 Q1	$1.44K	Hold	106	–	–	﹤0.01%	1674
2025 Q4	$1.21K	Buy	106 +3	+3%	+$33	﹤0.01%	1642
2025 Q3	$1.22K	Buy	+103	New	+$1.18K	﹤0.01%	1687
2025 Q2	–	Sell	-15	Closed	-$164	–	2735
2025 Q1	$164	Sell	15 -169	-92%	-$1.95K	﹤0.01%	2028
2024 Q4	$2.14K	Sell	184 -100	-35%	-$1.24K	﹤0.01%	717
2024 Q3	$3.29K	Buy	+284	New	+$3.26K	﹤0.01%	666

Other funds holding NFBK

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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 NFBK Position: Q2 2026 in Review

True Wealth Design reduced its Northfield Bancorp (NFBK) stake by 80% in Q2 2026, selling an estimated $1.2K and leaving 21 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

True Wealth Design first reported a position in NFBK in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.29K in Q3 2024. 9 funds tracked by Wall St. Rank hold NFBK as of Q2 2026.

True Wealth Design held 21 shares of Northfield Bancorp worth $310 as of Q2 2026.
True Wealth Design sold 85 Northfield Bancorp shares in Q2 2026, an estimated $1.2K.
Northfield Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2342 holding.
True Wealth Design first reported a position in Northfield Bancorp in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Northfield Bancorp position peaked at $3.29K in Q3 2024.
9 funds tracked by Wall St. Rank held Northfield Bancorp as of Q2 2026.

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