N.E.W. Advisory Services’s Two Harbors Investment TWO Stock Holding History

N.E.W. Advisory 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
2025 Q4	–	Sell	-104	Closed	-$1.03K	–	931
2025 Q3	$1.03K	Hold	104	–	–	﹤0.01%	794
2025 Q2	$1.12K	Hold	104	–	–	﹤0.01%	787
2025 Q1	$1.39K	Buy	+104	New	+$1.35K	﹤0.01%	827

Other funds holding TWO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

N.E.W. Advisory Services's TWO Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Two Harbors Investment (TWO) in Q4 2025, closing a stake of 104 shares — an estimated $1.03K sold.

N.E.W. Advisory Services first reported a position in TWO in Q1 2025 and held it in 3 quarters. The position peaked at $1.39K in Q1 2025. 215 funds tracked by Wall St. Rank hold TWO as of Q4 2025.

N.E.W. Advisory Services reported no remaining Two Harbors Investment position as of Q4 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 104 Two Harbors Investment shares in Q4 2025, an estimated $1.03K.
N.E.W. Advisory Services first reported a position in Two Harbors Investment in Q1 2025 and held it in 3 quarters.
N.E.W. Advisory Services's Two Harbors Investment position peaked at $1.39K in Q1 2025.
215 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.