Two Seas Capital’s FTAI Aviation FTAI Stock Holding History

Two Seas Capital’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$45.3M	Buy	271,260 +22,298	+9%	+$4.57M	0.52%	27
2026 Q2	$67.4M	Sell	248,962 -6,545	-3%	-$1.65M	1.33%	16
2026 Q1	$62.6M	Buy	255,507 +69,298	+37%	+$18.4M	0.88%	17
2025 Q4	$36.7M	Sell	186,209 -83,392	-31%	-$14.2M	0.76%	22
2025 Q3	$45M	Buy	269,601 +90,757	+51%	+$12.9M	0.72%	15
2025 Q2	$20.6M	Buy	178,844 +63,181	+55%	+$7.07M	0.35%	19
2025 Q1	$12.8M	Buy	+115,663	New	+$13.7M	0.4%	17

Other funds holding FTAI

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Two Seas Capital's FTAI Position: Q3 2026 in Review

Two Seas Capital increased its FTAI Aviation (FTAI) stake by 9% in Q3 2026, buying an estimated $4.57M and bringing the position to 271,260 shares worth $45.3M. The position accounts for 0.52% of the portfolio, ranked #27.

Two Seas Capital first reported a position in FTAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $67.4M in Q2 2026. 20 funds tracked by Wall St. Rank hold FTAI as of Q3 2026.

Two Seas Capital held 271,260 shares of FTAI Aviation worth $45.3M as of Q3 2026.
Two Seas Capital bought 22,298 FTAI Aviation shares in Q3 2026, an estimated $4.57M.
FTAI Aviation made up 0.52% of Two Seas Capital's portfolio in Q3 2026, its #27 holding.
Two Seas Capital first reported a position in FTAI Aviation in Q1 2025 and has held it in 7 quarters since.
Two Seas Capital's FTAI Aviation position peaked at $67.4M in Q2 2026.
20 funds tracked by Wall St. Rank held FTAI Aviation as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.