KPWS
TWO

Kestra Private Wealth Services’s Two Harbors Investment TWO Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-13,972
Closed -$147K – 1875
2025
Q4 		$147K Sell
13,972
-1,051
-7% -$10.5K ﹤0.01% 1627
2025
Q3 		$148K Sell
15,023
-48
-0.3% -$483 ﹤0.01% 1590
2025
Q2 		$162K Buy
15,071
+1,118
+8% +$12.6K ﹤0.01% 1523
2025
Q1 		$186K Sell
13,953
-2,045
-13% -$26.5K ﹤0.01% 1399
2024
Q4 		$189K Buy
15,998
+1,877
+13% +$22.7K ﹤0.01% 1324
2024
Q3 		$196K Buy
14,121
+2
+0% +$27 ﹤0.01% 1274
2024
Q2 		$187K Buy
14,119
+3
+0% +$38 ﹤0.01% 1247
2024
Q1 		$187K Buy
+14,116
New +$184K ﹤0.01% 1204
2020
Q4 		– Sell
-6,131
Closed -$125K – 779
2020
Q3 		$125K Buy
+6,131
New +$130K 0.01% 633

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's TWO Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Two Harbors Investment (TWO) in Q1 2026, closing a stake of 13,972 shares — an estimated $147K sold.

Kestra Private Wealth Services first reported a position in TWO in Q3 2020 and held it in 9 quarters. The position peaked at $196K in Q3 2024. 229 funds tracked by Wall St. Rank hold TWO as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Two Harbors Investment position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 13,972 Two Harbors Investment shares in Q1 2026, an estimated $147K.
  • Kestra Private Wealth Services first reported a position in Two Harbors Investment in Q3 2020 and held it in 9 quarters.
  • Kestra Private Wealth Services's Two Harbors Investment position peaked at $196K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.