True Wealth Design’s Southland Holdings SLND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-99	Closed	-$66	–	2770
2026 Q2	$66	Buy	99 +78	+371%	+$86	﹤0.01%	2581
2026 Q1	$28	Buy	21 +4	+24%	+$7	﹤0.01%	2617
2025 Q4	$57	Sell	17 -35	-67%	-$138	﹤0.01%	2407
2025 Q3	$224	Buy	52 +1	+2%	+$4	﹤0.01%	2277
2025 Q2	$214	Buy	51 +16	+46%	+$56	﹤0.01%	2052
2025 Q1	$105	Buy	+35	New	+$114	﹤0.01%	2177

Other funds holding SLND

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of Southland Holdings (SLND) in Q3 2026, closing a stake of 99 shares — an estimated $66 sold.

True Wealth Design first reported a position in SLND in Q1 2025 and held it in 6 quarters. The position peaked at $224 in Q3 2025. 2 funds tracked by Wall St. Rank hold SLND as of Q3 2026.

True Wealth Design reported no remaining Southland Holdings position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 99 Southland Holdings shares in Q3 2026, an estimated $66.
True Wealth Design first reported a position in Southland Holdings in Q1 2025 and held it in 6 quarters.
True Wealth Design's Southland Holdings position peaked at $224 in Q3 2025.
2 funds tracked by Wall St. Rank held Southland Holdings as of Q3 2026.

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