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Arlington Financial Advisors’s Towne Bank TOWN Stock Holding History

Arlington Financial Advisors’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
2025
Q2 		– Sell
-12,265
Closed -$419K – 106
2025
Q1 		$419K Buy
+12,265
New +$432K 0.07% 75

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arlington Financial Advisors's TOWN Position: Q2 2025 in Review

Arlington Financial Advisors sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 12,265 shares — an estimated $419K sold.

Arlington Financial Advisors first reported a position in TOWN in Q1 2025 and held it in 1 quarter. The position peaked at $419K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Arlington Financial Advisors reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 12,265 Towne Bank shares in Q2 2025, an estimated $419K.
  • Arlington Financial Advisors first reported a position in Towne Bank in Q1 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's Towne Bank position peaked at $419K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.