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Kestra Investment Management’s Towne Bank TOWN Stock Holding History

Kestra 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
Q3 		– Sell
-192
Closed -$6.56K – 943
2025
Q2 		$6.56K Buy
192
+96
+100% +$3.2K ﹤0.01% 763
2025
Q1 		$3.28K Buy
+96
New +$3.38K ﹤0.01% 724

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

Kestra Investment Management's TOWN Position: Q3 2025 in Review

Kestra Investment Management sold out of Towne Bank (TOWN) in Q3 2025, closing a stake of 192 shares — an estimated $6.56K sold.

Kestra Investment Management first reported a position in TOWN in Q1 2025 and held it in 2 quarters. The position peaked at $6.56K in Q2 2025. 263 funds tracked by Wall St. Rank hold TOWN as of Q3 2025.

  • Kestra Investment Management reported no remaining Towne Bank position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 192 Towne Bank shares in Q3 2025, an estimated $6.56K.
  • Kestra Investment Management first reported a position in Towne Bank in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Towne Bank position peaked at $6.56K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Towne Bank as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.