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Empowered Funds’s Towne Bank TOWN Stock Holding History

Empowered Funds’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
Q1 		– Sell
-35,990
Closed -$1.23M – 1790
2024
Q4 		$1.23M Sell
35,990
-189,252
-84% -$6.58M 0.02% 917
2024
Q3 		$7.45M Buy
225,242
+13,062
+6% +$420K 0.12% 240
2024
Q2 		$5.79M Buy
212,180
+15,300
+8% +$412K 0.1% 259
2024
Q1 		$5.52M Buy
196,880
+14,875
+8% +$413K 0.1% 280
2023
Q4 		$5.42M Buy
182,005
+16,405
+10% +$425K 0.14% 214
2023
Q3 		$3.8M Buy
165,600
+47,548
+40% +$1.14M 0.11% 243
2023
Q2 		$2.74M Buy
+118,052
New +$2.84M 0.1% 303

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Empowered Funds's TOWN Position: Q1 2025 in Review

Empowered Funds sold out of Towne Bank (TOWN) in Q1 2025, closing a stake of 35,990 shares — an estimated $1.23M sold.

Empowered Funds first reported a position in TOWN in Q2 2023 and held it in 7 quarters. The position peaked at $7.45M in Q3 2024. 234 funds tracked by Wall St. Rank hold TOWN as of Q1 2025.

  • Empowered Funds reported no remaining Towne Bank position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 35,990 Towne Bank shares in Q1 2025, an estimated $1.23M.
  • Empowered Funds first reported a position in Towne Bank in Q2 2023 and held it in 7 quarters.
  • Empowered Funds's Towne Bank position peaked at $7.45M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Towne Bank as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.