Engineers Gate Manager’s Towne Bank TOWN Stock Holding History

Engineers Gate Manager’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	–	Sell	-36,599	Closed	-$1.22M	–	2570
2025 Q4	$1.22M	Buy	+36,599	New	+$1.23M	0.01%	940
2025 Q3	–	Sell	-32,031	Closed	-$1.09M	–	2541
2025 Q2	$1.09M	Buy	32,031 +22,715	+244%	+$758K	0.01%	1069
2025 Q1	$319K	Sell	9,316 -7,665	-45%	-$270K	0.01%	1676
2024 Q4	$578K	Buy	+16,981	New	+$591K	0.01%	1331
2022 Q2	–	Sell	-16,934	Closed	-$507K	–	2265
2022 Q1	$507K	Sell	16,934 -12,917	-43%	-$407K	0.02%	1057
2021 Q4	$943K	Buy	29,851 +21,730	+268%	+$692K	0.04%	652
2021 Q3	$253K	Buy	+8,121	New	+$244K	0.01%	1293
2018 Q4	–	Sell	-9,778	Closed	-$302K	–	1136
2018 Q3	$302K	Buy	+9,778	New	+$316K	0.02%	647

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