LWMI
TWO

Legacy Wealth Management (Idaho)’s Two Harbors Investment TWO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$7.99K Hold
700
– – ﹤0.01% 536
2025
Q4 		$7.35K Hold
700
– – ﹤0.01% 475
2025
Q3 		$6.91K Hold
700
– – ﹤0.01% 397
2025
Q2 		$7.54K Hold
700
– – ﹤0.01% 350
2025
Q1 		$9.35K Hold
700
– – 0.01% 338
2024
Q4 		$9.03K Hold
700
– – 0.01% 303
2024
Q3 		$8.13K Buy
+700
New +$9.54K 0.01% 345

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