EWA
TWFG

EverSource Wealth Advisors’s TWFG Inc TWFG Stock Holding History

EverSource Wealth Advisors’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 		$14.2K Buy
+592
New +$11.6K ﹤0.01% 2680

Other funds holding TWFG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's TWFG Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in TWFG Inc (TWFG) in Q2 2026: 592 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #2680 among its holdings.

5 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • EverSource Wealth Advisors held 592 shares of TWFG Inc worth $14.2K as of Q2 2026.
  • TWFG Inc was a new EverSource Wealth Advisors position in Q2 2026.
  • TWFG Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2680 holding.
  • 5 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.