TPWA
CSR

Twin Peaks Wealth Advisors’s Centerspace CSR Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-89
Closed -$5.11K – 672
2026
Q1 		$5.11K Buy
+89
New +$5.6K ﹤0.01% 1382
2025
Q3 		– Sell
-3
Closed -$165 – 597
2025
Q2 		$165 Buy
+3
New +$184 ﹤0.01% 2057

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Twin Peaks Wealth Advisors's CSR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Centerspace (CSR) in Q2 2026, closing a stake of 89 shares — an estimated $5.11K sold.

Twin Peaks Wealth Advisors first reported a position in CSR in Q2 2025 and held it in 2 quarters. The position peaked at $5.11K in Q1 2026. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Centerspace position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 89 Centerspace shares in Q2 2026, an estimated $5.11K.
  • Twin Peaks Wealth Advisors first reported a position in Centerspace in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Centerspace position peaked at $5.11K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.