TWD
RBKB icon

True Wealth Design’s Rhinebeck Bancorp RBKB Stock Holding History

True Wealth Design’s Portfolio RBKB Stock Details RBKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2
Closed -$35 – 2744
2026
Q2 		$35 Buy
+2
New +$32 ﹤0.01% 2618

Other funds holding RBKB

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of Rhinebeck Bancorp (RBKB) in Q3 2026, closing a stake of 2 shares — an estimated $35 sold.

True Wealth Design first reported a position in RBKB in Q2 2026 and held it in 1 quarter. The position peaked at $35 in Q2 2026. 2 funds tracked by Wall St. Rank hold RBKB as of Q3 2026.

  • True Wealth Design reported no remaining Rhinebeck Bancorp position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Rhinebeck Bancorp shares in Q3 2026, an estimated $35.
  • True Wealth Design first reported a position in Rhinebeck Bancorp in Q2 2026 and held it in 1 quarter.
  • True Wealth Design's Rhinebeck Bancorp position peaked at $35 in Q2 2026.
  • 2 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q3 2026.

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