TWD
NPB

True Wealth Design’s Northpointe Bancshares NPB Stock Holding History

True Wealth Design’s Portfolio NPB Stock Details NPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940 Sell
49
-3
-6% -$54 ﹤0.01% 1999
2026
Q1 		$898 Hold
52
– – ﹤0.01% 1842
2025
Q4 		$873 Hold
52
– – ﹤0.01% 1759
2025
Q3 		$889 Buy
+52
New +$849 ﹤0.01% 1791

Other funds holding NPB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design reduced its Northpointe Bancshares (NPB) stake by 5.8% in Q2 2026, selling an estimated $54 and leaving 49 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

True Wealth Design first reported a position in NPB in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold NPB as of Q2 2026.

  • True Wealth Design held 49 shares of Northpointe Bancshares worth $940 as of Q2 2026.
  • True Wealth Design sold 3 Northpointe Bancshares shares in Q2 2026, an estimated $54.
  • Northpointe Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1999 holding.
  • True Wealth Design first reported a position in Northpointe Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q2 2026.

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