IAG Wealth Partners’s Twin Disc TWIN Stock Holding History

IAG Wealth Partners’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	$1.53K	Hold	66	–	–	﹤0.01%	475
2026 Q1	$995	Hold	66	–	–	﹤0.01%	485
2025 Q4	$1.1K	Hold	66	–	–	﹤0.01%	462
2025 Q3	$920	Hold	66	–	–	﹤0.01%	485
2025 Q2	$583	Hold	66	–	–	﹤0.01%	471
2025 Q1	$500	Hold	66	–	–	﹤0.01%	482
2024 Q4	$776	Hold	66	–	–	﹤0.01%	487
2024 Q3	$824	Hold	66	–	–	﹤0.01%	469
2024 Q2	$777	Hold	66	–	–	﹤0.01%	472
2024 Q1	$1.09K	Hold	66	–	–	﹤0.01%	419
2023 Q4	$1.07K	Hold	66	–	–	﹤0.01%	399
2023 Q3	$906	Hold	66	–	–	﹤0.01%	420
2023 Q2	$743	Hold	66	–	–	﹤0.01%	427
2023 Q1	$629	Hold	66	–	–	﹤0.01%	430
2022 Q4	$642	Hold	66	–	–	﹤0.01%	415
2022 Q3	$1K	Hold	66	–	–	﹤0.01%	421
2022 Q2	$1K	Hold	66	–	–	﹤0.01%	422
2022 Q1	$1K	Hold	66	–	–	﹤0.01%	430
2021 Q4	$1K	Hold	66	–	–	﹤0.01%	390
2021 Q3	$1K	Hold	66	–	–	﹤0.01%	383
2021 Q2	$1K	Hold	66	–	–	﹤0.01%	363
2021 Q1	$1K	Hold	66	–	–	﹤0.01%	361
2020 Q4	$1K	Hold	66	–	–	﹤0.01%	348
2020 Q3	$1K	Hold	66	–	–	﹤0.01%	346
2020 Q2	$1K	Hold	66	–	–	﹤0.01%	410
2020 Q1	$1K	Hold	66	–	–	﹤0.01%	407
2019 Q4	$1K	Buy	+66	New	+$690	﹤0.01%	427

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

IAG Wealth Partners's TWIN Position: Q2 2026 in Review

IAG Wealth Partners held its Twin Disc (TWIN) position steady in Q2 2026 at 66 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

IAG Wealth Partners first reported a position in TWIN in Q4 2019 and has held it in 27 quarters since. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

IAG Wealth Partners held 66 shares of Twin Disc worth $1.53K as of Q2 2026.
IAG Wealth Partners left its Twin Disc share count unchanged in Q2 2026.
Twin Disc made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #475 holding.
IAG Wealth Partners first reported a position in Twin Disc in Q4 2019 and has held it in 27 quarters since.
92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.