Position in FDSB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$559,321
+$34,336 QoQ
Shares Held
37,741
+7.8% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026TruWealth Advisors, LLC holds $814,119 across 2 Banks - Regional names. FDSB ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDSB |
Fifth District Bancorp, Inc.
This page
|
37,741 | $559,321 | |
| 2 | FHN |
First Horizon Corp
|
11,195 | $254,798 |
All Filings in FDSB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,321 | 37,741 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $524,985 | 34,999 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $484,036 | 34,999 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||