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 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design reduced its PCB Bancorp (PCB) stake by 29% in Q2 2026, selling an estimated $99 and leaving 10 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

True Wealth Design first reported a position in PCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $336 in Q3 2025. 7 funds tracked by Wall St. Rank hold PCB as of Q2 2026.

True Wealth Design held 10 shares of PCB Bancorp worth $284 as of Q2 2026.
True Wealth Design sold 4 PCB Bancorp shares in Q2 2026, an estimated $99.
PCB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2368 holding.
True Wealth Design first reported a position in PCB Bancorp in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's PCB Bancorp position peaked at $336 in Q3 2025.
7 funds tracked by Wall St. Rank held PCB Bancorp as of Q2 2026.

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