Covestor’s Towne Bank TOWN Stock Holding History

Covestor’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	$12K	Sell	360 -354	-50%	-$12.3K	0.01%	1327
2025 Q4	$24K	Buy	714 +710	+17,750%	+$23.9K	0.01%	1212
2025 Q3	$0	Sell	4 -1	-20%	-$36	﹤0.01%	2794
2025 Q2	$0	Sell	5 -4	-44%	-$133	﹤0.01%	2768
2025 Q1	$0	Hold	9	–	–	﹤0.01%	2739
2024 Q4	$0	Buy	9 +1	+13%	+$35	﹤0.01%	2753
2024 Q3	$0	Buy	8 +1	+14%	+$32	﹤0.01%	2777
2024 Q2	$0	Buy	7 +2	+40%	+$54	﹤0.01%	2769
2024 Q1	$0	Hold	5	–	–	﹤0.01%	2760
2023 Q4	$0	Sell	5 -1	-17%	-$26	﹤0.01%	2746
2023 Q3	$0	Hold	6	–	–	﹤0.01%	2742
2023 Q2	$0	Sell	6 -499	-99%	-$12K	﹤0.01%	2676
2023 Q1	$13K	Sell	505 -280	-36%	-$8.27K	0.01%	1196
2022 Q4	$24K	Buy	785 +775	+7,750%	+$24K	0.02%	980
2022 Q3	$0	Sell	10 -81	-89%	-$2.33K	﹤0.01%	2620
2022 Q2	$2K	Sell	91 -13	-13%	-$371	﹤0.01%	1642
2022 Q1	$3K	Buy	104 +70	+206%	+$2.2K	﹤0.01%	1629
2021 Q4	$1K	Buy	+34	New	+$1.08K	﹤0.01%	1956

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