True Wealth Design’s Riverview Bancorp RVSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$155	Sell	26 -32	-55%	-$173	﹤0.01%	2388
2026 Q2	$315	Buy	58 +17	+41%	+$94	﹤0.01%	2338
2026 Q1	$226	Sell	41 -6	-13%	-$32	﹤0.01%	2306
2025 Q4	$236	Buy	47 +3	+7%	+$16	﹤0.01%	2183
2025 Q3	$237	Buy	+44	New	+$229	﹤0.01%	2260

Other funds holding RVSB

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Riverview Bancorp (RVSB) stake by 55% in Q3 2026, selling an estimated $173 and leaving 26 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

True Wealth Design first reported a position in RVSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $315 in Q2 2026. 5 funds tracked by Wall St. Rank hold RVSB as of Q3 2026.

True Wealth Design held 26 shares of Riverview Bancorp worth $155 as of Q3 2026.
True Wealth Design sold 32 Riverview Bancorp shares in Q3 2026, an estimated $173.
Riverview Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2388 holding.
True Wealth Design first reported a position in Riverview Bancorp in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Riverview Bancorp position peaked at $315 in Q2 2026.
5 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2026.

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