TPWA
RWT

Twin Peaks Wealth Advisors’s Redwood Trust RWT Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-393
Closed -$2.21K – 1796
2026
Q1 		$2.21K Buy
+393
New +$2.28K ﹤0.01% 1680
2025
Q3 		– Sell
-87
Closed -$511 – 1704
2025
Q2 		$511 Buy
+87
New +$494 ﹤0.01% 1912

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Redwood Trust (RWT) in Q2 2026, closing a stake of 393 shares — an estimated $2.21K sold.

Twin Peaks Wealth Advisors first reported a position in RWT in Q2 2025 and held it in 2 quarters. The position peaked at $2.21K in Q1 2026. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Redwood Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 393 Redwood Trust shares in Q2 2026, an estimated $2.21K.
  • Twin Peaks Wealth Advisors first reported a position in Redwood Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Redwood Trust position peaked at $2.21K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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