Swan Capital’s Two Harbors Investment TWO Stock Holding History

Swan Capital’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
2025 Q1	–	Sell	-75	Closed	-$887	–	419
2024 Q4	$887	Buy	+75	New	+$908	﹤0.01%	286

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Swan Capital's TWO Position: Q1 2025 in Review

Swan Capital sold out of Two Harbors Investment (TWO) in Q1 2025, closing a stake of 75 shares — an estimated $887 sold.

Swan Capital first reported a position in TWO in Q4 2024 and held it in 1 quarter. The position peaked at $887 in Q4 2024. 220 funds tracked by Wall St. Rank hold TWO as of Q1 2025.

Swan Capital reported no remaining Two Harbors Investment position as of Q1 2025 after selling out during the quarter.
Swan Capital sold 75 Two Harbors Investment shares in Q1 2025, an estimated $887.
Swan Capital first reported a position in Two Harbors Investment in Q4 2024 and held it in 1 quarter.
Swan Capital's Two Harbors Investment position peaked at $887 in Q4 2024.
220 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2025.

Based on Swan Capital's 13F filing for Q1 2025, filed 23 May 2025.