Jones Financial Companies
TWO

Jones Financial Companies’s Two Harbors Investment TWO Stock Holding History

Jones Financial Companies’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.9K Buy
6,142
+1,103
+22% +$12.3K ﹤0.01% 2824
2025
Q4 		$52.9K Buy
5,039
+1,222
+32% +$12.2K ﹤0.01% 2495
2025
Q3 		$37.6K Sell
3,817
-3,521
-48% -$35.5K ﹤0.01% 2500
2025
Q2 		$77.9K Buy
7,338
+922
+14% +$10.4K ﹤0.01% 2040
2025
Q1 		$84.8K Buy
6,416
+625
+11% +$8.1K ﹤0.01% 1854
2024
Q4 		$68.5K Sell
5,791
-300
-5% -$3.63K ﹤0.01% 1768
2024
Q3 		$83.5K Buy
+6,091
New +$83K ﹤0.01% 1460
2013
Q3 		– Sell
-118
Closed -$10K – 833
2013
Q2 		$10K Buy
+118
New +$10.8K ﹤0.01% 594

Other funds holding TWO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $428M AUM 131.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return