True Wealth Design, LLC

Position in FMNB — Farmers National Banc Corp /Oh/

CIK 1966033 AKRON, OH

Position in FMNB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$38,062

+$1,359 QoQ

Shares Held

2,607

-6.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#146

of 178 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

True Wealth Design, LLC holds $2,813,371 across 235 Banks - Regional names. FMNB ranks #26 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,196	$294,479
2	EWBC	East West Bancorp Inc	1,086	$140,191
3	PNFP	Pinnacle Financial Partners, Inc.	1,081	$109,051
4	FHN	First Horizon Corp	4,143	$106,226
5	CFG	Citizens Financial Group Inc/Ri	1,329	$93,123
6	CBSH	Commerce Bancshares Inc /Mo/	1,596	$92,169
7	USB	US Bancorp De	1,487	$89,814
8	MFG	Mizuho Financial Group Inc	8,722	$83,556

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,062	2,607	-6.5%	Shares	Sole	2026-07-16
2026-03-31	$36,703	2,789	-0.4%	Shares	Sole	2026-04-13
2025-12-31	$37,282	2,799	+5.0%	Shares	Sole	2026-01-08
2025-09-30	$38,402	2,665	+2.8%	Shares	Sole	2025-10-21
2025-06-30	$35,743	2,592	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$33,786	2,589	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$36,701	2,581	0.0%	Shares	Sole	2025-02-14
2024-09-30	$39,024	2,581	-32.2%	Shares	Sole	2024-11-14
2024-06-30	$47,536	3,806	+26.6%	Shares	Sole	2024-08-14
2024-03-31	$40,160	3,006	-51.1%	Shares	Sole	2024-05-14
2023-12-31	$88,896	6,152	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.