LFS
TWO

Legacy Financial Strategies’s Two Harbors Investment TWO Stock Holding History

Legacy Financial Strategies’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
Q2 		$187K Hold
15,050
– – 0.03% 148
2026
Q1 		$172K Hold
15,050
– – 0.03% 137
2025
Q4 		$158K Sell
15,050
-850
-5% -$8.5K 0.03% 136
2025
Q3 		$157K Hold
15,900
– – 0.03% 132
2025
Q2 		$171K Hold
15,900
– – 0.03% 124
2025
Q1 		$212K Sell
15,900
-1,000
-6% -$13K 0.05% 114
2024
Q4 		$203K Buy
16,900
+5,000
+42% +$60.5K 0.04% 116
2024
Q3 		$165K Sell
11,900
-1,000
-8% -$13.6K 0.04% 113
2024
Q2 		$170K Buy
+12,900
New +$164K 0.04% 96

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Financial Strategies's TWO Position: Q2 2026 in Review

Legacy Financial Strategies held its Two Harbors Investment (TWO) position steady in Q2 2026 at 15,050 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #148.

Legacy Financial Strategies first reported a position in TWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $212K in Q1 2025. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Legacy Financial Strategies held 15,050 shares of Two Harbors Investment worth $187K as of Q2 2026.
  • Legacy Financial Strategies left its Two Harbors Investment share count unchanged in Q2 2026.
  • Two Harbors Investment made up 0.03% of Legacy Financial Strategies's portfolio in Q2 2026, its #148 holding.
  • Legacy Financial Strategies first reported a position in Two Harbors Investment in Q2 2024 and has held it in 9 quarters since.
  • Legacy Financial Strategies's Two Harbors Investment position peaked at $212K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.