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Twin Peaks Wealth Advisors’s Turning Point Brands TPB Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87 Buy
+1
New +$111 ﹤0.01% 2259
2025
Q3 		– Sell
-1
Closed -$99 – 1951
2025
Q2 		$99 Buy
+1
New +$68 ﹤0.01% 2119

Other funds holding TPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's TPB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Turning Point Brands (TPB) in Q1 2026: 1 share worth $87. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TPB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TPB in Q2 2025 and has held it in 2 quarters since. The position peaked at $99 in Q2 2025. 240 funds tracked by Wall St. Rank hold TPB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1 share of Turning Point Brands worth $87 as of Q1 2026.
  • Turning Point Brands was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Turning Point Brands made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2259 holding.
  • Twin Peaks Wealth Advisors first reported a position in Turning Point Brands in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Turning Point Brands position peaked at $99 in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Turning Point Brands as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.