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
Q2 		– Sell
-275
Closed -$3.14K – 2990
2026
Q1 		$3.14K Buy
+275
New +$3.08K ﹤0.01% 2134

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's TWO Position: Q2 2026 in Review

Root Financial Partners sold out of Two Harbors Investment (TWO) in Q2 2026, closing a stake of 275 shares — an estimated $3.14K sold.

Root Financial Partners first reported a position in TWO in Q1 2026 and held it in 1 quarter. The position peaked at $3.14K in Q1 2026. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Root Financial Partners reported no remaining Two Harbors Investment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 275 Two Harbors Investment shares in Q2 2026, an estimated $3.14K.
  • Root Financial Partners first reported a position in Two Harbors Investment in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Two Harbors Investment position peaked at $3.14K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.