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Global Financial Private Client’s Towne Bank TOWN Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-12
Closed -$410 – 1472
2025
Q1 		$410 Buy
12
+8
+200% +$282 ﹤0.01% 1358
2024
Q4 		$136 Buy
+4
New +$139 ﹤0.01% 1406

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Financial Private Client's TOWN Position: Q2 2025 in Review

Global Financial Private Client sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 12 shares — an estimated $410 sold.

Global Financial Private Client first reported a position in TOWN in Q4 2024 and held it in 2 quarters. The position peaked at $410 in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Global Financial Private Client reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Towne Bank shares in Q2 2025, an estimated $410.
  • Global Financial Private Client first reported a position in Towne Bank in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Towne Bank position peaked at $410 in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.