CPG
TWO

Cornerstone Planning Group’s Two Harbors Investment TWO Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-77
Closed -$36.8K – 1839
2025
Q3 		$36.8K Buy
77
+42
+120% +$423 0.01% 405
2025
Q2 		$351 Buy
+35
New +$394 ﹤0.01% 1391
2024
Q4 		– Sell
-151
Closed -$1.81K – 1490
2024
Q3 		$1.81K Hold
151
– – ﹤0.01% 792
2024
Q2 		$1.95K Buy
+151
New +$1.92K ﹤0.01% 778

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Planning Group's TWO Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Two Harbors Investment (TWO) in Q4 2025, closing a stake of 77 shares — an estimated $36.8K sold.

Cornerstone Planning Group first reported a position in TWO in Q2 2024 and held it in 4 quarters. The position peaked at $36.8K in Q3 2025. 215 funds tracked by Wall St. Rank hold TWO as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Two Harbors Investment position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 77 Two Harbors Investment shares in Q4 2025, an estimated $36.8K.
  • Cornerstone Planning Group first reported a position in Two Harbors Investment in Q2 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Two Harbors Investment position peaked at $36.8K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.