True Wealth Design’s Stewart Information Services STC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$199	Hold	4	–	–	﹤0.01%	2351
2026 Q2	$265	Hold	4	–	–	﹤0.01%	2390
2026 Q1	$247	Hold	4	–	–	﹤0.01%	2275
2025 Q4	$282	Hold	4	–	–	﹤0.01%	2140
2025 Q3	$294	Hold	4	–	–	﹤0.01%	2196
2025 Q2	$261	Buy	+4	New	+$257	﹤0.01%	1989

Other funds holding STC

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

True Wealth Design held its Stewart Information Services (STC) position steady in Q3 2026 at 4 shares worth $199. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

True Wealth Design first reported a position in STC in Q2 2025 and has held it in 6 quarters since. The position peaked at $294 in Q3 2025. 15 funds tracked by Wall St. Rank hold STC as of Q3 2026.

True Wealth Design held 4 shares of Stewart Information Services worth $199 as of Q3 2026.
True Wealth Design left its Stewart Information Services share count unchanged in Q3 2026.
Stewart Information Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2351 holding.
True Wealth Design first reported a position in Stewart Information Services in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Stewart Information Services position peaked at $294 in Q3 2025.
15 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2026.

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