Janney Montgomery Scott
TOWN icon

Janney Montgomery Scott’s Towne Bank TOWN Stock Holding History

Janney Montgomery Scott’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
-5,844
Closed -$202K – 3031
2025
Q3 		$202K Buy
+5,844
New +$209K ﹤0.01% 2732
2023
Q2 		– Sell
-8,768
Closed -$234K – 2738
2023
Q1 		$234K Buy
8,768
+1,030
+13% +$30.4K ﹤0.01% 2202
2022
Q4 		$239K Hold
7,738
– – ﹤0.01% 2267
2022
Q3 		$208K Hold
7,738
– – ﹤0.01% 2266
2022
Q2 		$215K Hold
7,738
– – ﹤0.01% 2101
2022
Q1 		$232K Buy
7,738
+1,007
+15% +$31.7K ﹤0.01% 2010
2021
Q4 		$213K Sell
6,731
-13,730
-67% -$437K ﹤0.01% 2203
2021
Q3 		$637K Buy
20,461
+575
+3% +$17.3K ﹤0.01% 1514
2021
Q2 		$605K Buy
+19,886
New +$624K ﹤0.01% 1530

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Janney Montgomery Scott's TOWN Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 5,844 shares — an estimated $202K sold.

Janney Montgomery Scott first reported a position in TOWN in Q2 2021 and held it in 9 quarters. The position peaked at $637K in Q3 2021. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Janney Montgomery Scott reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,844 Towne Bank shares in Q4 2025, an estimated $202K.
  • Janney Montgomery Scott first reported a position in Towne Bank in Q2 2021 and held it in 9 quarters.
  • Janney Montgomery Scott's Towne Bank position peaked at $637K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.