TWD
OPBK icon

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
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

DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its OP Bancorp (OPBK) stake by 300% in Q2 2026, buying an estimated $43 and bringing the position to 4 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

True Wealth Design first reported a position in OPBK in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold OPBK as of Q2 2026.

  • True Wealth Design held 4 shares of OP Bancorp worth $60 as of Q2 2026.
  • True Wealth Design bought 3 OP Bancorp shares in Q2 2026, an estimated $43.
  • OP Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2586 holding.
  • True Wealth Design first reported a position in OP Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held OP Bancorp as of Q2 2026.

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