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True Wealth Design’s Republic Bancorp RBCAA Stock Holding History

True Wealth Design’s Portfolio RBCAA Stock Details RBCAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814 Sell
9
-2
-18% -$158 ﹤0.01% 2057
2026
Q1 		$777 Sell
11
-2
-15% -$141 ﹤0.01% 1895
2025
Q4 		$897 Sell
13
-2
-13% -$139 ﹤0.01% 1748
2025
Q3 		$1.08K Buy
15
+13
+650% +$960 ﹤0.01% 1719
2025
Q2 		$147 Hold
2
– – ﹤0.01% 2149
2025
Q1 		$128 Buy
+2
New +$133 ﹤0.01% 2117

Other funds holding RBCAA

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design reduced its Republic Bancorp (RBCAA) stake by 18% in Q2 2026, selling an estimated $158 and leaving 9 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

True Wealth Design first reported a position in RBCAA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08K in Q3 2025. 15 funds tracked by Wall St. Rank hold RBCAA as of Q2 2026.

  • True Wealth Design held 9 shares of Republic Bancorp worth $814 as of Q2 2026.
  • True Wealth Design sold 2 Republic Bancorp shares in Q2 2026, an estimated $158.
  • Republic Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2057 holding.
  • True Wealth Design first reported a position in Republic Bancorp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Republic Bancorp position peaked at $1.08K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Republic Bancorp as of Q2 2026.

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