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 Q3	$1.21K	Buy	83 +34	+69%	+$586	﹤0.01%	1879
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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 NPB Position: Q3 2026 in Review

True Wealth Design increased its Northpointe Bancshares (NPB) stake by 69% in Q3 2026, buying an estimated $586 and bringing the position to 83 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

True Wealth Design first reported a position in NPB in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold NPB as of Q3 2026.

True Wealth Design held 83 shares of Northpointe Bancshares worth $1.21K as of Q3 2026.
True Wealth Design bought 34 Northpointe Bancshares shares in Q3 2026, an estimated $586.
Northpointe Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1879 holding.
True Wealth Design first reported a position in Northpointe Bancshares in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q3 2026.

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