Centiva Capital’s Two Harbors Investment TWO Stock Holding History

Centiva Capital’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	$3.72M	Buy	300,000 +98,991	+49%	+$1.18M	0.03%	312
2026 Q1	$2.3M	Buy	+201,009	New	+$2.25M	0.02%	399
2024 Q3	–	Sell	-56,405	Closed	-$769K	–	2610
2024 Q2	$745K	Buy	+56,405	New	+$717K	0.01%	931
2023 Q4	–	Sell	-4,970	Closed	-$64.2K	–	2262
2023 Q3	$65.8K	Buy	4,970 +3,070	+162%	+$41.1K	﹤0.01%	1578
2023 Q2	$26.4K	Buy	1,900 +353	+23%	+$4.66K	﹤0.01%	1534
2023 Q1	$22.8K	Buy	+1,547	New	+$25.2K	﹤0.01%	1426
2022 Q3	–	Sell	-20,225	Closed	-$403K	–	1808
2022 Q2	$403K	Buy	+20,225	New	+$409K	0.01%	1019
2021 Q4	–	Sell	-3,112	Closed	-$79K	–	1549
2021 Q3	$79K	Buy	+3,112	New	+$81.7K	0.01%	1084

Other funds holding TWO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centiva Capital's TWO Position: Q2 2026 in Review

Centiva Capital increased its Two Harbors Investment (TWO) stake by 49% in Q2 2026, buying an estimated $1.18M and bringing the position to 300,000 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #312.

Centiva Capital first reported a position in TWO in Q3 2021 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

Centiva Capital held 300,000 shares of Two Harbors Investment worth $3.72M as of Q2 2026.
Centiva Capital bought 98,991 Two Harbors Investment shares in Q2 2026, an estimated $1.18M.
Two Harbors Investment made up 0.03% of Centiva Capital's portfolio in Q2 2026, its #312 holding.
Centiva Capital first reported a position in Two Harbors Investment in Q3 2021 and has held it in 8 quarters since.
232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Centiva Capital's 13F filing for Q2 2026, filed 13 Aug 2026.