LRI Investments’s Two Harbors Investment TWO Stock Holding History

LRI Investments’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	$2.57K	Hold	207	–	–	﹤0.01%	1235
2026 Q1	$2.37K	Buy	207 +48	+30%	+$537	﹤0.01%	1240
2025 Q4	$1.67K	Hold	159	–	–	﹤0.01%	1222
2025 Q3	$1.57K	Hold	159	–	–	﹤0.01%	1225
2025 Q2	$1.72K	Hold	159	–	–	﹤0.01%	1180
2025 Q1	$2.13K	Hold	159	–	–	﹤0.01%	1100
2024 Q4	$1.89K	Hold	159	–	–	﹤0.01%	1078
2024 Q3	$1.84K	Hold	159	–	–	﹤0.01%	1075
2024 Q2	$2.1K	Buy	159 +5	+3%	+$64	﹤0.01%	1051
2024 Q1	$2.04K	Buy	+154	New	+$2K	﹤0.01%	746

Other funds holding TWO

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return