Stifel Financial
TWO

Stifel Financial’s Two Harbors Investment TWO Stock Holding History

Stifel Financial’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 		$185K Sell
14,876
-782
-5% -$9.36K ﹤0.01% 3531
2026
Q1 		$179K Buy
15,658
+285
+2% +$3.19K ﹤0.01% 3459
2025
Q4 		$161K Sell
15,373
-3,055
-17% -$30.6K ﹤0.01% 3424
2025
Q3 		$182K Sell
18,428
-1,493
-7% -$15K ﹤0.01% 3367
2025
Q2 		$215K Sell
19,921
-1,076
-5% -$12.1K ﹤0.01% 3230
2025
Q1 		$281K Sell
20,997
-970
-4% -$12.6K ﹤0.01% 3008
2024
Q4 		$260K Buy
21,967
+21
+0.1% +$254 ﹤0.01% 3035
2024
Q3 		$305K Buy
21,946
+53
+0.2% +$723 ﹤0.01% 2953
2024
Q2 		$289K Sell
21,893
-234
-1% -$2.98K ﹤0.01% 2933
2024
Q1 		$293K Buy
22,127
+2,257
+11% +$29.4K ﹤0.01% 2931
2023
Q4 		$277K Buy
19,870
+65
+0.3% +$840 ﹤0.01% 2893
2023
Q3 		$262K Sell
19,805
-1,979
-9% -$26.5K ﹤0.01% 2863
2023
Q2 		$302K Sell
21,784
-1,847
-8% -$24.4K ﹤0.01% 2818
2023
Q1 		$348K Buy
23,631
+744
+3% +$12.1K ﹤0.01% 2716
2022
Q4 		$361K Sell
22,887
-3,634
-14% -$54.6K ﹤0.01% 2649
2022
Q3 		$352K Buy
26,521
+95
+0.4% +$1.84K ﹤0.01% 2639
2022
Q2 		$526K Sell
26,426
-7,342
-22% -$149K ﹤0.01% 2434
2022
Q1 		$747K Sell
33,768
-3,547
-10% -$77.1K ﹤0.01% 2318
2021
Q4 		$861K Sell
37,315
-5,181
-12% -$129K ﹤0.01% 2234
2021
Q3 		$1.08M Buy
42,496
+260
+0.6% +$6.82K ﹤0.01% 2040
2021
Q2 		$1.28M Sell
42,236
-4,688
-10% -$140K ﹤0.01% 1913
2021
Q1 		$1.38M Sell
46,924
-21,011
-31% -$576K ﹤0.01% 1781
2020
Q4 		$1.73M Buy
67,935
+2,790
+4% +$66.2K ﹤0.01% 1477
2020
Q3 		$1.33M Sell
65,145
-17,957
-22% -$381K ﹤0.01% 1449
2020
Q2 		$1.68M Sell
83,102
-26,902
-24% -$500K ﹤0.01% 1254
2020
Q1 		$1.67M Buy
110,004
+7,661
+7% +$391K ﹤0.01% 1137
2019
Q4 		$5.97M Buy
102,343
+2,732
+3% +$155K 0.01% 815
2019
Q3 		$5.24M Sell
99,611
-399
-0.4% -$21K 0.01% 810
2019
Q2 		$5.06M Buy
100,010
+28,022
+39% +$1.47M 0.01% 857
2019
Q1 		$3.9M Sell
71,988
-6,723
-9% -$376K 0.01% 923
2018
Q4 		$4.03M Sell
78,711
-1,080
-1% -$61.5K 0.01% 859
2018
Q3 		$4.73M Buy
79,791
+14,073
+21% +$877K 0.01% 871
2018
Q2 		$4.15M Buy
65,718
+10,403
+19% +$651K 0.01% 894
2018
Q1 		$3.4M Buy
55,315
+9,801
+22% +$602K 0.01% 941
2017
Q4 		$2.94M Buy
45,514
+161
+0.4% +$11.3K 0.01% 982
2017
Q3 		$3.65M Sell
45,353
-58,289
-56% -$4.66M 0.01% 862
2017
Q2 		$8.19M Sell
103,642
-16,509
-14% -$1.32M 0.03% 553
2017
Q1 		$9.19M Buy
120,151
+94,168
+362% +$6.87M 0.04% 483
2016
Q4 		$1.82M Buy
25,983
+4,393
+20% +$299K 0.01% 1076
2016
Q3 		$1.48M Buy
21,590
+657
+3% +$46.2K 0.01% 1132
2016
Q2 		$1.43M Buy
20,933
+756
+4% +$49.8K 0.01% 1159
2016
Q1 		$1.28M Sell
20,177
-562
-3% -$34.8K 0.01% 1122
2015
Q4 		$1.34M Buy
20,739
+2,665
+15% +$182K 0.01% 1163
2015
Q3 		$1.27M Buy
18,074
+611
+3% +$47.6K 0.01% 1117
2015
Q2 		$1.36M Sell
17,463
-66,087
-79% -$5.56M 0.01% 1205
2015
Q1 		$7.1M Sell
83,550
-55
-0.1% -$4.56K 0.04% 500
2014
Q4 		$6.7M Buy
83,605
+16,616
+25% +$1.35M 0.04% 510
2014
Q3 		$5.18M Sell
66,989
-2,009
-3% -$167K 0.05% 459
2014
Q2 		$5.78M Sell
68,998
-4,074
-6% -$339K 0.05% 411
2014
Q1 		$5.99M Buy
+73,072
New +$5.89M 0.06% 389

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

Stifel Financial's TWO Position: Q2 2026 in Review

Stifel Financial reduced its Two Harbors Investment (TWO) stake by 5% in Q2 2026, selling an estimated $9.36K and leaving 14,876 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #3531.

Stifel Financial first reported a position in TWO in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.19M in Q1 2017. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Stifel Financial held 14,876 shares of Two Harbors Investment worth $185K as of Q2 2026.
  • Stifel Financial sold 782 Two Harbors Investment shares in Q2 2026, an estimated $9.36K.
  • Two Harbors Investment made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3531 holding.
  • Stifel Financial first reported a position in Two Harbors Investment in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Two Harbors Investment position peaked at $9.19M in Q1 2017.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.