KWA
TOWN icon

Kingswood Wealth Advisors’s Towne Bank TOWN Stock Holding History

Kingswood Wealth Advisors’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
2026
Q1 		$204K Buy
+6,052
New +$210K 0.01% 880
2025
Q4 		– Sell
-6,947
Closed -$240K – 913
2025
Q3 		$240K Hold
6,947
– – 0.01% 705
2025
Q2 		$237K Sell
6,947
-800
-10% -$26.7K 0.02% 647
2025
Q1 		$264K Sell
7,747
-3,000
-28% -$106K 0.02% 591
2024
Q4 		$366K Sell
10,747
-1,940
-15% -$67.5K 0.03% 539
2024
Q3 		$419K Buy
+12,687
New +$408K 0.03% 504

Other funds holding TOWN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM