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Hemington Wealth Management’s Towne Bank TOWN Stock Holding History

Hemington Wealth Management’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
Q3 		$2K Buy
71
+10
+16% +$358 ﹤0.01% 1375
2025
Q2 		$2K Buy
61
+11
+22% +$367 ﹤0.01% 1354
2025
Q1 		$1K Buy
50
+13
+35% +$458 ﹤0.01% 1460
2024
Q4 		$1K Buy
37
+15
+68% +$522 ﹤0.01% 1486
2024
Q3 		$0 Buy
+22
New +$707 ﹤0.01% 1741

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hemington Wealth Management's TOWN Position: Q3 2025 in Review

Hemington Wealth Management increased its Towne Bank (TOWN) stake by 16% in Q3 2025, buying an estimated $358 and bringing the position to 71 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Hemington Wealth Management first reported a position in TOWN in Q3 2024 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold TOWN as of Q3 2025.

  • Hemington Wealth Management held 71 shares of Towne Bank worth $2K as of Q3 2025.
  • Hemington Wealth Management bought 10 Towne Bank shares in Q3 2025, an estimated $358.
  • Towne Bank made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1375 holding.
  • Hemington Wealth Management first reported a position in Towne Bank in Q3 2024 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Towne Bank as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.