Sunbelt Securities’s Twin Disc TWIN Stock Holding History

Sunbelt Securities’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
2025 Q4	–	Sell	-1	Closed	-$14	–	2954
2025 Q3	$14	Buy	+1	New	+$11	﹤0.01%	2670

Other funds holding TWIN

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sunbelt Securities's TWIN Position: Q4 2025 in Review

Sunbelt Securities sold out of Twin Disc (TWIN) in Q4 2025, closing a stake of 1 share — an estimated $14 sold.

Sunbelt Securities first reported a position in TWIN in Q3 2025 and held it in 1 quarter. The position peaked at $14 in Q3 2025. 74 funds tracked by Wall St. Rank hold TWIN as of Q4 2025.

Sunbelt Securities reported no remaining Twin Disc position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 1 Twin Disc share in Q4 2025, an estimated $14.
Sunbelt Securities first reported a position in Twin Disc in Q3 2025 and held it in 1 quarter.
Sunbelt Securities's Twin Disc position peaked at $14 in Q3 2025.
74 funds tracked by Wall St. Rank held Twin Disc as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.