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 $5.7T 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