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True Wealth Design’s Plumas Bancorp PLBC Stock Holding History

True Wealth Design’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293 Hold
5
– – ﹤0.01% 2361
2026
Q1 		$245 Hold
5
– – ﹤0.01% 2277
2025
Q4 		$224 Sell
5
-1
-17% -$43 ﹤0.01% 2202
2025
Q3 		$259 Buy
+6
New +$259 ﹤0.01% 2239

Other funds holding PLBC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design held its Plumas Bancorp (PLBC) position steady in Q2 2026 at 5 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

True Wealth Design first reported a position in PLBC in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold PLBC as of Q2 2026.

  • True Wealth Design held 5 shares of Plumas Bancorp worth $293 as of Q2 2026.
  • True Wealth Design left its Plumas Bancorp share count unchanged in Q2 2026.
  • Plumas Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2361 holding.
  • True Wealth Design first reported a position in Plumas Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2026.

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