Position in CFBK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$195
+$21 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CFBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026True Wealth Design, LLC holds $1,904,716 across 239 Banks - Regional names. CFBK ranks #205 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
981 | $204,136 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,332 | $114,738 | |
| 3 | EWBC |
East West Bancorp Inc
|
759 | $81,030 | |
| 4 | FHN |
First Horizon Corp
|
3,522 | $80,160 | |
| 5 | USB |
US Bancorp De
|
1,523 | $79,211 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
798 | $75,714 | |
| 7 | PB |
Prosperity Bancshares Inc
|
1,044 | $70,135 | |
| 8 | NWG |
NatWest Group plc
|
4,135 | $61,611 |
All Filings in CFBK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195 | 7 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $174 | 7 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $167 | 7 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||