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 Q3	$628	Buy	19 +2	+12%	+$67	﹤0.01%	2073
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

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

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

True Wealth Design's NWFL Position: Q3 2026 in Review

True Wealth Design increased its Norwood Financial Corp (NWFL) stake by 12% in Q3 2026, buying an estimated $67 and bringing the position to 19 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

True Wealth Design first reported a position in NWFL in Q1 2025 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold NWFL as of Q3 2026.

True Wealth Design held 19 shares of Norwood Financial Corp worth $628 as of Q3 2026.
True Wealth Design bought 2 Norwood Financial Corp shares in Q3 2026, an estimated $67.
Norwood Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2073 holding.
True Wealth Design first reported a position in Norwood Financial Corp in Q1 2025 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q3 2026.

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