Allworth Financial’s Towne Bank TOWN Stock Holding History

Allworth Financial’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$596K	Buy	17,690 +113	+0.6%	+$3.92K	﹤0.01%	884
2025 Q4	$587K	Sell	17,577 -26	-0.1%	-$875	﹤0.01%	864
2025 Q3	$609K	Sell	17,603 -1,934	-10%	-$69.3K	﹤0.01%	822
2025 Q2	$668K	Buy	19,537 +19,005	+3,572%	+$634K	﹤0.01%	752
2025 Q1	$17.6K	Buy	532 +355	+201%	+$12.5K	﹤0.01%	2158
2024 Q4	$6.08K	Buy	177 +57	+48%	+$1.98K	﹤0.01%	2666
2024 Q3	$3.97K	Buy	120 +53	+79%	+$1.7K	﹤0.01%	2671
2024 Q2	$2.08K	Buy	67 +16	+31%	+$430	﹤0.01%	2904
2024 Q1	$1.43K	Hold	51	–	–	﹤0.01%	2950
2023 Q4	$1.52K	Buy	51 +34	+200%	+$882	﹤0.01%	2796
2023 Q3	$390	Buy	+17	New	+$409	﹤0.01%	3099
2023 Q1	–	Sell	-112	Closed	-$3.45K	–	3292
2022 Q4	$3.45K	Buy	112 +60	+115%	+$1.86K	﹤0.01%	2038
2022 Q3	$1K	Buy	52 +45	+643%	+$1.29K	﹤0.01%	2520
2022 Q2	$0	Sell	7 -1,017	-99%	-$29K	﹤0.01%	2814
2022 Q1	$31K	Buy	1,024 +1,011	+7,777%	+$31.8K	﹤0.01%	1066
2021 Q4	$0	Buy	+13	New	+$414	﹤0.01%	2118

Other funds holding TOWN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM