FWTB
TOWN icon

First Western Trust Bank’s Towne Bank TOWN Stock Holding History

First Western Trust Bank’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 		$505K Sell
14,994
-248
-2% -$8.61K 0.03% 118
2025
Q4 		$509K Sell
15,242
-124
-0.8% -$4.17K 0.03% 122
2025
Q3 		$531K Sell
15,366
-101
-0.7% -$3.62K 0.02% 115
2025
Q2 		$529K Sell
15,467
-104
-0.7% -$3.47K 0.02% 114
2025
Q1 		$532K Sell
15,571
-2,657
-15% -$93.6K 0.03% 114
2024
Q4 		$621K Buy
18,228
+105
+0.6% +$3.65K 0.03% 112
2024
Q3 		$599K Buy
18,123
+745
+4% +$23.9K 0.03% 112
2024
Q2 		$474K Hold
17,378
– – 0.02% 126
2024
Q1 		$488K Hold
17,378
– – 0.02% 124
2023
Q4 		$517K Hold
17,378
– – 0.03% 123
2023
Q3 		$398K Hold
17,378
– – 0.02% 128
2023
Q2 		$404K Hold
17,378
– – 0.02% 136
2023
Q1 		$463K Hold
17,378
– – 0.02% 127
2022
Q4 		$536K Hold
17,378
– – 0.03% 115
2022
Q3 		$466K Hold
17,378
– – 0.03% 112
2022
Q2 		$472K Hold
17,378
– – 0.03% 114
2022
Q1 		$527K Buy
+17,378
New +$547K 0.03% 119

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