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Brooklyn Investment Group’s Towne Bank TOWN Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-36
Closed -$1.23K – 2513
2025
Q2 		$1.23K Hold
36
– – ﹤0.01% 2885
2025
Q1 		$1.23K Buy
+36
New +$1.27K ﹤0.01% 2293

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brooklyn Investment Group's TOWN Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Towne Bank (TOWN) in Q3 2025, closing a stake of 36 shares — an estimated $1.23K sold.

Brooklyn Investment Group first reported a position in TOWN in Q1 2025 and held it in 2 quarters. The position peaked at $1.23K in Q2 2025. 263 funds tracked by Wall St. Rank hold TOWN as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Towne Bank position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 36 Towne Bank shares in Q3 2025, an estimated $1.23K.
  • Brooklyn Investment Group first reported a position in Towne Bank in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Towne Bank position peaked at $1.23K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Towne Bank as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.