HIM
TOWN icon

Hillsdale Investment Management’s Towne Bank TOWN Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-200
Closed -$6.91K – 755
2025
Q3 		$6.91K Hold
200
– – ﹤0.01% 607
2025
Q2 		$6.84K Hold
200
– – ﹤0.01% 559
2025
Q1 		$6.84K Hold
200
– – ﹤0.01% 516
2024
Q4 		$6.81K Buy
+200
New +$6.96K ﹤0.01% 531
2022
Q3 		– Sell
-19,420
Closed -$527K – 614
2022
Q2 		$527K Sell
19,420
-6,000
-24% -$171K 0.04% 323
2022
Q1 		$761K Sell
25,420
-7,000
-22% -$220K 0.05% 292
2021
Q4 		$1.02M Sell
32,420
-2,000
-6% -$63.7K 0.07% 246
2021
Q3 		$1.07M Sell
34,420
-5,000
-13% -$150K 0.08% 218
2021
Q2 		$1.2M Hold
39,420
– – 0.1% 199
2021
Q1 		$1.2M Buy
+39,420
New +$1.1M 0.1% 207

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Hillsdale Investment Management's TOWN Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 200 shares — an estimated $6.91K sold.

Hillsdale Investment Management first reported a position in TOWN in Q1 2021 and held it in 10 quarters. The position peaked at $1.2M in Q2 2021. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 200 Towne Bank shares in Q4 2025, an estimated $6.91K.
  • Hillsdale Investment Management first reported a position in Towne Bank in Q1 2021 and held it in 10 quarters.
  • Hillsdale Investment Management's Towne Bank position peaked at $1.2M in Q2 2021.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.