FFA
TWFG

Farther Finance Advisors’s TWFG Inc TWFG Stock Holding History

Farther Finance 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 		$7.53K Hold
313
– – ﹤0.01% 4593
2026
Q1 		$5.61K Sell
313
-24
-7% -$531 ﹤0.01% 4433
2025
Q4 		$9.7K Buy
+337
New +$9.16K ﹤0.01% 3939

Other funds holding TWFG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

Farther Finance Advisors's TWFG Position: Q2 2026 in Review

Farther Finance Advisors held its TWFG Inc (TWFG) position steady in Q2 2026 at 313 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4593.

Farther Finance Advisors first reported a position in TWFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.7K in Q4 2025. 5 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Farther Finance Advisors held 313 shares of TWFG Inc worth $7.53K as of Q2 2026.
  • Farther Finance Advisors left its TWFG Inc share count unchanged in Q2 2026.
  • TWFG Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4593 holding.
  • Farther Finance Advisors first reported a position in TWFG Inc in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's TWFG Inc position peaked at $9.7K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.