DL
TWFG

Dockside LLC’s TWFG Inc TWFG Stock Holding History

Dockside LLC’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,042
Closed -$221K – 356
2026
Q1 		$221K Buy
+12,042
New +$267K 0.06% 174

Other funds holding TWFG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Dockside LLC's TWFG Position: Q2 2026 in Review

Dockside LLC opened a new position in TWFG Inc (TWFG) in Q2 2026: 13,852 shares worth $333K. The stake represents 0.08% of the portfolio and ranks #177 among its holdings. This is a return to the name: Dockside LLC previously reported a position in TWFG as recently as Q4 2025.

Dockside LLC first reported a position in TWFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $460K in Q4 2025. 16 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Dockside LLC held 13,852 shares of TWFG Inc worth $333K as of Q2 2026.
  • TWFG Inc was a new Dockside LLC position in Q2 2026.
  • TWFG Inc made up 0.08% of Dockside LLC's portfolio in Q2 2026, its #177 holding.
  • Dockside LLC first reported a position in TWFG Inc in Q4 2025 and has held it in 2 quarters since.
  • Dockside LLC's TWFG Inc position peaked at $460K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.