EWA
TWIN icon

EverSource Wealth Advisors’s Twin Disc TWIN Stock Holding History

EverSource Wealth 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
Q2 		– Sell
-18
Closed -$271 – 4546
2026
Q1 		$271 Buy
+18
New +$304 ﹤0.01% 4164
2025
Q4 		– Sell
-10
Closed -$139 – 4454
2025
Q3 		$139 Sell
10
-14
-58% -$151 ﹤0.01% 4153
2025
Q2 		$212 Buy
+24
New +$177 ﹤0.01% 4052

Other funds holding TWIN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Twin Disc (TWIN) in Q2 2026, closing a stake of 18 shares — an estimated $271 sold.

EverSource Wealth Advisors first reported a position in TWIN in Q2 2025 and held it in 3 quarters. The position peaked at $271 in Q1 2026. 13 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Twin Disc position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 18 Twin Disc shares in Q2 2026, an estimated $271.
  • EverSource Wealth Advisors first reported a position in Twin Disc in Q2 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Twin Disc position peaked at $271 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

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