MCF Advisors »

TWFG shares owned by MCF Advisors

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by MCF Advisors from 13F filings

Historical chart of MCF Advisors investment in TWFG

Tip: Access up to 7 years of quarterly data

All positions including TWFG held by MCF Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in TWFG by MCF Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0k 183 27.44
2025-06-30 $6.4k 183 35.00
2025-03-31 $4.1k 133 30.92
2024-12-31 $4.1k 133 30.80
2024-09-30 $3.6k 133 27.12

More positions owned by MCF Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for MCF Advisors

Top funds holding TWFG

T. Rowe Price Investment Management
Alliancebernstein
FMR
Bamco
Vanguard Group
Riverbrige Partners
Nuveen
Central Securities Corporation
Capital Research and Management Company - Division 3
Victory Capital Management
Giverny Capital
Gilder, Gagnon, Howe & Co
Geode Capital Management
Alyeska Investment Group
BlackRock

View all funds holding TWFG