Parallel Advisors
TWFG icon

Parallel Advisors’s TWFG Inc TWFG Stock Holding History

Parallel Advisors’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.38K Buy
99
+20
+25% +$541 ﹤0.01% 3597
2026
Q2 		$1.9K Hold
79
– – ﹤0.01% 3529
2026
Q1 		$1.45K Buy
+79
New +$1.75K ﹤0.01% 3463

Other funds holding TWFG

Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parallel Advisors's TWFG Position: Q3 2026 in Review

Parallel Advisors increased its TWFG Inc (TWFG) stake by 25% in Q3 2026, buying an estimated $541 and bringing the position to 99 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

Parallel Advisors first reported a position in TWFG in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold TWFG as of Q3 2026.

  • Parallel Advisors held 99 shares of TWFG Inc worth $2.38K as of Q3 2026.
  • Parallel Advisors bought 20 TWFG Inc shares in Q3 2026, an estimated $541.
  • TWFG Inc made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3597 holding.
  • Parallel Advisors first reported a position in TWFG Inc in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.