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Larson Financial Group’s Towne Bank TOWN Stock Holding History

Larson Financial Group’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
-61
Closed -$2.11K – 3660
2025
Q3 		$2.11K Sell
61
-52
-46% -$1.86K ﹤0.01% 2687
2025
Q2 		$3.86K Buy
113
+83
+277% +$2.77K ﹤0.01% 2176
2025
Q1 		$1.03K Buy
+30
New +$1.06K ﹤0.01% 2381

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

Larson Financial Group's TOWN Position: Q4 2025 in Review

Larson Financial Group sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 61 shares — an estimated $2.11K sold.

Larson Financial Group first reported a position in TOWN in Q1 2025 and held it in 3 quarters. The position peaked at $3.86K in Q2 2025. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Larson Financial Group reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 61 Towne Bank shares in Q4 2025, an estimated $2.11K.
  • Larson Financial Group first reported a position in Towne Bank in Q1 2025 and held it in 3 quarters.
  • Larson Financial Group's Towne Bank position peaked at $3.86K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.