RFP
TWO

Root Financial Partners’s Two Harbors Investment TWO Stock Holding History

Root Financial Partners’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 		$3.14K Buy
+275
New +$3.08K ﹤0.01% 2134

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B 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 $444M 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 $240B 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 $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's TWO Position: Q1 2026 in Review

Root Financial Partners opened a new position in Two Harbors Investment (TWO) in Q1 2026: 275 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #2134 among its holdings.

229 funds tracked by Wall St. Rank hold TWO as of Q1 2026.

  • Root Financial Partners held 275 shares of Two Harbors Investment worth $3.14K as of Q1 2026.
  • Two Harbors Investment was a new Root Financial Partners position in Q1 2026.
  • Two Harbors Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2134 holding.
  • 229 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.