True Wealth Design’s Red River Bancshares RRBI Stock Holding History

True Wealth Design’s Portfolio RRBI Stock Details RRBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$500	Hold	5	–	–	﹤0.01%	2130
2026 Q2	$457	Sell	5 -1	-17%	-$92	﹤0.01%	2233
2026 Q1	$543	Hold	6	–	–	﹤0.01%	2023
2025 Q4	$429	Sell	6 -1	-14%	-$68	﹤0.01%	2001
2025 Q3	$454	Buy	7 +6	+600%	+$382	﹤0.01%	2041
2025 Q2	$59	Sell	1 -3	-75%	-$163	﹤0.01%	2349
2025 Q1	$207	Buy	+4	New	+$216	﹤0.01%	1938

Other funds holding RRBI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

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

True Wealth Design held its Red River Bancshares (RRBI) position steady in Q3 2026 at 5 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

True Wealth Design first reported a position in RRBI in Q1 2025 and has held it in 7 quarters since. The position peaked at $543 in Q1 2026. 55 funds tracked by Wall St. Rank hold RRBI as of Q3 2026.

True Wealth Design held 5 shares of Red River Bancshares worth $500 as of Q3 2026.
True Wealth Design left its Red River Bancshares share count unchanged in Q3 2026.
Red River Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2130 holding.
True Wealth Design first reported a position in Red River Bancshares in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Red River Bancshares position peaked at $543 in Q1 2026.
55 funds tracked by Wall St. Rank held Red River Bancshares as of Q3 2026.

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