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TWIN icon

Bailard’s Twin Disc TWIN Stock Holding History

Bailard’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$364K Buy
+13,900
New +$330K 0.01% 560
2025
Q3 		– Sell
-29,018
Closed -$256K – 878
2025
Q2 		$256K Buy
+29,018
New +$214K 0.01% 660

Other funds holding TWIN

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's TWIN Position: Q3 2026 in Review

Bailard opened a new position in Twin Disc (TWIN) in Q3 2026: 13,900 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Bailard previously reported a position in TWIN as recently as Q2 2025.

Bailard first reported a position in TWIN in Q2 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TWIN as of Q3 2026.

  • Bailard held 13,900 shares of Twin Disc worth $364K as of Q3 2026.
  • Twin Disc was a new Bailard position in Q3 2026.
  • Twin Disc made up 0.01% of Bailard's portfolio in Q3 2026, its #560 holding.
  • Bailard first reported a position in Twin Disc in Q2 2025 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Twin Disc as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.