True Wealth Design
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True Wealth Design’s PCB Bancorp PCB Stock Holding History

True Wealth Design’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$274 Hold
10
– – ﹤0.01% 2288
2026
Q2 		$284 Sell
10
-4
-29% -$99 ﹤0.01% 2368
2026
Q1 		$315 Hold
14
– – ﹤0.01% 2204
2025
Q4 		$304 Sell
14
-2
-13% -$43 ﹤0.01% 2119
2025
Q3 		$336 Buy
16
+13
+433% +$280 ﹤0.01% 2142
2025
Q2 		$63 Sell
3
-5
-63% -$97 ﹤0.01% 2339
2025
Q1 		$150 Buy
+8
New +$155 ﹤0.01% 2064
2024
Q4 		– Sell
-4
Closed -$76 – 1480
2024
Q3 		$76 Buy
+4
New +$72 ﹤0.01% 1244

Other funds holding PCB

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design held its PCB Bancorp (PCB) position steady in Q3 2026 at 10 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

True Wealth Design first reported a position in PCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $336 in Q3 2025. 12 funds tracked by Wall St. Rank hold PCB as of Q3 2026.

  • True Wealth Design held 10 shares of PCB Bancorp worth $274 as of Q3 2026.
  • True Wealth Design left its PCB Bancorp share count unchanged in Q3 2026.
  • PCB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2288 holding.
  • True Wealth Design first reported a position in PCB Bancorp in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's PCB Bancorp position peaked at $336 in Q3 2025.
  • 12 funds tracked by Wall St. Rank held PCB Bancorp as of Q3 2026.

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