FSA
TOWN icon

Financial Security Advisor’s Towne Bank TOWN Stock Holding History

Financial Security Advisor’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 		$1.63M Buy
48,077
+9,735
+25% +$338K 0.3% 38
2025
Q4 		$1.29M Buy
38,342
+1,386
+4% +$46.7K 0.25% 44
2025
Q3 		$1.29M Buy
36,956
+63
+0.2% +$2.26K 0.27% 41
2025
Q2 		$1.27M Sell
36,893
-376
-1% -$12.5K 0.29% 39
2025
Q1 		$1.28M Sell
37,269
-898
-2% -$31.6K 0.33% 35
2024
Q4 		$1.31M Buy
38,167
+1,097
+3% +$38.2K 0.33% 34
2024
Q3 		$1.23M Buy
37,070
+1,830
+5% +$58.8K 0.31% 38
2024
Q2 		$970K Buy
35,240
+139
+0.4% +$3.74K 0.32% 41
2024
Q1 		$994K Sell
35,101
-872
-2% -$24.2K 0.35% 41
2023
Q4 		$1.08M Buy
35,973
+11
+0% +$285 0.42% 36
2023
Q3 		$834K Buy
+35,962
New +$866K 0.38% 39

Other funds holding TOWN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM