AWM
TWO

AE Wealth Management’s Two Harbors Investment TWO Stock Holding History

AE Wealth Management’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183K Buy
14,754
+3,035
+26% +$36.3K ﹤0.01% 1749
2026
Q1 		$134K Buy
+11,719
New +$131K ﹤0.01% 1711
2024
Q1 		– Sell
-12,195
Closed -$165K – 1926
2023
Q4 		$165K Sell
12,195
-4,825
-28% -$62.3K ﹤0.01% 1907
2023
Q3 		$225K Buy
17,020
+1,113
+7% +$14.9K ﹤0.01% 1736
2023
Q2 		$221K Buy
15,907
+71
+0.4% +$936 ﹤0.01% 1711
2023
Q1 		$233K Buy
15,836
+686
+5% +$11.2K ﹤0.01% 1669
2022
Q4 		$239K Buy
15,150
+42
+0.3% +$631 ﹤0.01% 1600
2022
Q3 		$201K Sell
15,108
-62
-0.4% -$1.2K ﹤0.01% 1610
2022
Q2 		$302K Sell
15,170
-228
-1% -$4.61K ﹤0.01% 1436
2022
Q1 		$341K Sell
15,398
-2,454
-14% -$53.3K ﹤0.01% 1371
2021
Q4 		$412K Buy
17,852
+1,367
+8% +$34.1K ﹤0.01% 1335
2021
Q3 		$418K Buy
16,485
+11,863
+257% +$311K ﹤0.01% 1244
2021
Q2 		$140K Buy
+4,622
New +$138K ﹤0.01% 1520
2020
Q3 		– Sell
-10,953
Closed -$221K – 1382
2020
Q2 		$221K Buy
10,953
+5,782
+112% +$107K ﹤0.01% 1123
2020
Q1 		$79K Sell
5,171
-972
-16% -$49.6K ﹤0.01% 1053
2019
Q4 		$359K Buy
6,143
+17
+0.3% +$964 0.01% 839
2019
Q3 		$322K Buy
6,126
+540
+10% +$28.5K 0.01% 760
2019
Q2 		$283K Buy
+5,586
New +$293K 0.01% 773

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's TWO Position: Q2 2026 in Review

AE Wealth Management increased its Two Harbors Investment (TWO) stake by 26% in Q2 2026, buying an estimated $36.3K and bringing the position to 14,754 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

AE Wealth Management first reported a position in TWO in Q2 2019 and has held it in 18 quarters since. The position peaked at $418K in Q3 2021. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • AE Wealth Management held 14,754 shares of Two Harbors Investment worth $183K as of Q2 2026.
  • AE Wealth Management bought 3,035 Two Harbors Investment shares in Q2 2026, an estimated $36.3K.
  • Two Harbors Investment made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1749 holding.
  • AE Wealth Management first reported a position in Two Harbors Investment in Q2 2019 and has held it in 18 quarters since.
  • AE Wealth Management's Two Harbors Investment position peaked at $418K in Q3 2021.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.