Position in WAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$71,925
+$67,108 QoQ
Shares Held
875
+1186.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#381
of 493 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $2,813,371 across 235 Banks - Regional names. WAL ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in WAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,925 | 875 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,817 | 68 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $173 | 2 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $155 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $460 | 6 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $10,638 | 123 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $908,188 | 14,457 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||