TWD
NWFL icon

True Wealth Design’s Norwood Financial Corp NWFL Stock Holding History

True Wealth Design’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$547 Buy
17
+3
+21% +$92 ﹤0.01% 2178
2026
Q1 		$412 Hold
14
– – ﹤0.01% 2115
2025
Q4 		$393 Hold
14
– – ﹤0.01% 2027
2025
Q3 		$356 Buy
14
+13
+1,300% +$332 ﹤0.01% 2119
2025
Q2 		$26 Sell
1
-6
-86% -$150 ﹤0.01% 2488
2025
Q1 		$170 Buy
+7
New +$179 ﹤0.01% 2019

Other funds holding NWFL

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Norwood Financial Corp (NWFL) stake by 21% in Q2 2026, buying an estimated $92 and bringing the position to 17 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

True Wealth Design first reported a position in NWFL in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • True Wealth Design held 17 shares of Norwood Financial Corp worth $547 as of Q2 2026.
  • True Wealth Design bought 3 Norwood Financial Corp shares in Q2 2026, an estimated $92.
  • Norwood Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2178 holding.
  • True Wealth Design first reported a position in Norwood Financial Corp in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

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