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Ellsworth Advisors’s Twin Disc TWIN Stock Holding History

Ellsworth Advisors’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 		$976K Buy
+37,269
New +$885K 0.16% 117

Other funds holding TWIN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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

Ellsworth Advisors's TWIN Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Twin Disc (TWIN) in Q3 2026: 37,269 shares worth $976K. The stake represents 0.16% of the portfolio and ranks #117 among its holdings.

6 funds tracked by Wall St. Rank hold TWIN as of Q3 2026.

  • Ellsworth Advisors held 37,269 shares of Twin Disc worth $976K as of Q3 2026.
  • Twin Disc was a new Ellsworth Advisors position in Q3 2026.
  • Twin Disc made up 0.16% of Ellsworth Advisors's portfolio in Q3 2026, its #117 holding.
  • 6 funds tracked by Wall St. Rank held Twin Disc as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.