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Symphony Financial’s TWFG Inc TWFG Stock Holding History

Symphony Financial’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$942K Buy
39,089
+23,682
+154% +$465K 0.1% 132
2026
Q1 		$286K Buy
+15,407
New +$341K 0.04% 239
2025
Q3 		– Sell
-6,049
Closed -$209K – 291
2025
Q2 		$209K Buy
+6,049
New +$202K 0.03% 245
2025
Q1 		– Sell
-11,049
Closed -$336K – 230
2024
Q4 		$336K Hold
11,049
– – 0.05% 165
2024
Q3 		$310K Buy
+11,049
New +$287K 0.05% 182

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Giverny Capital
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Symphony Financial's TWFG Position: Q2 2026 in Review

Symphony Financial increased its TWFG Inc (TWFG) stake by 154% in Q2 2026, buying an estimated $465K and bringing the position to 39,089 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #132.

Symphony Financial first reported a position in TWFG in Q3 2024 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Symphony Financial held 39,089 shares of TWFG Inc worth $942K as of Q2 2026.
  • Symphony Financial bought 23,682 TWFG Inc shares in Q2 2026, an estimated $465K.
  • TWFG Inc made up 0.1% of Symphony Financial's portfolio in Q2 2026, its #132 holding.
  • Symphony Financial first reported a position in TWFG Inc in Q3 2024 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.