CWM
TBNK

Congress Wealth Management’s Territorial Bancorp Inc. TBNK Stock Holding History

Congress Wealth Management’s Portfolio TBNK Stock Details TBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,975
Closed -$209K – 939
2024
Q3 		$209K Buy
+19,975
New +$188K ﹤0.01% 813

Other funds holding TBNK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

Congress Wealth Management's TBNK Position: Q4 2024 in Review

Congress Wealth Management sold out of Territorial Bancorp Inc. (TBNK) in Q4 2024, closing a stake of 19,975 shares — an estimated $209K sold.

Congress Wealth Management first reported a position in TBNK in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 40 funds tracked by Wall St. Rank hold TBNK as of Q4 2024.

  • Congress Wealth Management reported no remaining Territorial Bancorp Inc. position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 19,975 Territorial Bancorp Inc. shares in Q4 2024, an estimated $209K.
  • Congress Wealth Management first reported a position in Territorial Bancorp Inc. in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Territorial Bancorp Inc. position peaked at $209K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.