Baird Financial Group
TOWN icon

Baird Financial Group’s Towne Bank TOWN Stock Holding History

Baird Financial Group’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 		$991K Hold
29,443
– – ﹤0.01% 1258
2025
Q4 		$983K Hold
29,443
– – ﹤0.01% 1249
2025
Q3 		$1.02M Hold
29,443
– – ﹤0.01% 1251
2025
Q2 		$1.01M Hold
29,443
– – ﹤0.01% 1208
2025
Q1 		$1.01M Hold
29,443
– – ﹤0.01% 1177
2024
Q4 		$1M Hold
29,443
– – ﹤0.01% 1180
2024
Q3 		$973K Hold
29,443
– – ﹤0.01% 1180
2024
Q2 		$803K Hold
29,443
– – ﹤0.01% 1251
2024
Q1 		$826K Hold
29,443
– – ﹤0.01% 1215
2023
Q4 		$876K Sell
29,443
-46
-0.2% -$1.19K ﹤0.01% 1179
2023
Q3 		$676K Hold
29,489
– – ﹤0.01% 1224
2023
Q2 		$685K Sell
29,489
-21
-0.1% -$505 ﹤0.01% 1235
2023
Q1 		$786K Buy
+29,510
New +$872K ﹤0.01% 1170

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VCM
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State Street
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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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM