SW
TWO

Simplicity Wealth’s Two Harbors Investment TWO Stock Holding History

Simplicity Wealth’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 		$531K Sell
42,791
-69,174
-62% -$828K 0.02% 616
2026
Q1 		$1.28M Sell
111,965
-560
-0.5% -$6.27K 0.07% 248
2025
Q4 		$1.18M Buy
112,525
+15,914
+16% +$159K 0.07% 248
2025
Q3 		$954K Buy
+96,611
New +$973K 0.06% 302
2025
Q2 		– Sell
-168,119
Closed -$2.25M – 659
2025
Q1 		$2.25M Buy
+168,119
New +$2.18M 0.17% 139

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

Simplicity Wealth's TWO Position: Q2 2026 in Review

Simplicity Wealth reduced its Two Harbors Investment (TWO) stake by 62% in Q2 2026, selling an estimated $828K and leaving 42,791 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #616.

Simplicity Wealth first reported a position in TWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.25M in Q1 2025. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Simplicity Wealth held 42,791 shares of Two Harbors Investment worth $531K as of Q2 2026.
  • Simplicity Wealth sold 69,174 Two Harbors Investment shares in Q2 2026, an estimated $828K.
  • Two Harbors Investment made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #616 holding.
  • Simplicity Wealth first reported a position in Two Harbors Investment in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Two Harbors Investment position peaked at $2.25M in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.