Farther Finance Advisors’s Towne Bank TOWN Stock Holding History

Farther Finance Advisors’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	$15.2K	Buy	448 +43	+11%	+$1.49K	﹤0.01%	3836
2025 Q4	$13.5K	Buy	405 +384	+1,829%	+$12.9K	﹤0.01%	3710
2025 Q3	$726	Buy	21 +10	+91%	+$358	﹤0.01%	4449
2025 Q2	$376	Sell	11 -180	-94%	-$6K	﹤0.01%	4099
2025 Q1	$6.46K	Buy	191 +180	+1,636%	+$6.34K	﹤0.01%	2934
2024 Q4	$375	Hold	11	–	–	﹤0.01%	3503
2024 Q3	$363	Buy	11 +6	+120%	+$193	﹤0.01%	3500
2024 Q2	$135	Buy	+5	New	+$135	﹤0.01%	3560
2023 Q2	–	Sell	-22	Closed	-$586	–	2582
2023 Q1	$586	Hold	22	–	–	﹤0.01%	1965
2022 Q4	$678	Buy	+22	New	+$682	﹤0.01%	1753

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