Position in SFBS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,678,915
+$911,245 QoQ
Shares Held
65,463
0.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
4.18%
of 13F equity value
Holder Rank
#4
of 78 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TrueWealth Advisors, LLC holds $8,029,576 across 4 Banks - Regional names. SFBS ranks #1 (70.7% of the industry book) .
All Filings in SFBS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,678,915 | 65,463 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,767,670 | 65,463 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,699,588 | 65,463 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,279,788 | 65,563 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,081,788 | 65,563 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $5,414,925 | 65,556 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,580,129 | 65,850 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,297,230 | 65,845 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,160,303 | 65,838 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,368,545 | 65,831 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,385,853 | 65,824 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,433,672 | 65,817 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,692,822 | 65,807 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,417,110 | 99,160 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,805,551 | 98,760 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $7,900,800 | 98,760 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,794,139 | 98,760 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,410,840 | 98,760 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,388,674 | 98,760 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,699,660 | 34,700 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,358,906 | 34,700 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,128,151 | 34,700 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,398,063 | 34,700 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||