RIAS
TWFG

Rachor Investment Advisory Services’s TWFG Inc TWFG Stock Holding History

Rachor Investment Advisory Services’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
Q2 		– Sell
-6
Closed -$111 – 443
2026
Q1 		$111 Hold
6
– – ﹤0.01% 451
2025
Q4 		$173 Buy
+6
New +$163 ﹤0.01% 399

Other funds holding TWFG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Rachor Investment Advisory Services's TWFG Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 6 shares — an estimated $111 sold.

Rachor Investment Advisory Services first reported a position in TWFG in Q4 2025 and held it in 2 quarters. The position peaked at $173 in Q4 2025. 19 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 6 TWFG Inc shares in Q2 2026, an estimated $111.
  • Rachor Investment Advisory Services first reported a position in TWFG Inc in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's TWFG Inc position peaked at $173 in Q4 2025.
  • 19 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.