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Steward Partners Investment Advisory’s Twin Disc TWIN Stock Holding History

Steward Partners Investment Advisory’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$1.67K – 4569
2025
Q4 		$1.67K Sell
100
-500
-83% -$7.75K ﹤0.01% 3998
2025
Q3 		$8.36K Buy
+600
New +$6.49K ﹤0.01% 3473

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Steward Partners Investment Advisory's TWIN Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Twin Disc (TWIN) in Q1 2026, closing a stake of 100 shares — an estimated $1.67K sold.

Steward Partners Investment Advisory first reported a position in TWIN in Q3 2025 and held it in 2 quarters. The position peaked at $8.36K in Q3 2025. 79 funds tracked by Wall St. Rank hold TWIN as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Twin Disc position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Twin Disc shares in Q1 2026, an estimated $1.67K.
  • Steward Partners Investment Advisory first reported a position in Twin Disc in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Twin Disc position peaked at $8.36K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Twin Disc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.