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True Wealth Design’s OP Bancorp OPBK Stock Holding History

True Wealth Design’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255 Buy
17
+13
+325% +$199 ﹤0.01% 2299
2026
Q2 		$60 Buy
4
+3
+300% +$43 ﹤0.01% 2586
2026
Q1 		$14 Hold
1
– – ﹤0.01% 2658
2025
Q4 		$15 Buy
+1
New +$14 ﹤0.01% 2500

Other funds holding OPBK

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design increased its OP Bancorp (OPBK) stake by 325% in Q3 2026, buying an estimated $199 and bringing the position to 17 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

True Wealth Design first reported a position in OPBK in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold OPBK as of Q3 2026.

  • True Wealth Design held 17 shares of OP Bancorp worth $255 as of Q3 2026.
  • True Wealth Design bought 13 OP Bancorp shares in Q3 2026, an estimated $199.
  • OP Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2299 holding.
  • True Wealth Design first reported a position in OP Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held OP Bancorp as of Q3 2026.

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