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TOWN icon

Lindbrook Capital’s Towne Bank TOWN Stock Holding History

Lindbrook Capital’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
Q1 		$12.8K Sell
374
-5
-1% -$176 ﹤0.01% 1552
2024
Q4 		$12.9K Buy
379
+5
+1% +$174 ﹤0.01% 1513
2024
Q3 		$12.4K Buy
374
+6
+2% +$193 ﹤0.01% 1558
2024
Q2 		$10K Buy
368
+156
+74% +$4.2K ﹤0.01% 1625
2024
Q1 		$5.95K Sell
212
-122
-37% -$3.39K ﹤0.01% 1822
2023
Q4 		$9.94K Buy
334
+295
+756% +$7.65K ﹤0.01% 1554
2023
Q3 		$894 Sell
39
-211
-84% -$5.08K ﹤0.01% 2383
2023
Q2 		$5.81K Sell
250
-142
-36% -$3.41K ﹤0.01% 1739
2023
Q1 		$10.4K Sell
392
-299
-43% -$8.83K ﹤0.01% 1428
2022
Q4 		$21.3K Sell
691
-97
-12% -$3.01K ﹤0.01% 1028
2022
Q3 		$21K Buy
788
+653
+484% +$18.7K ﹤0.01% 966
2022
Q2 		$4K Sell
135
-707
-84% -$20.2K ﹤0.01% 1698
2022
Q1 		$25K Buy
842
+803
+2,059% +$25.3K ﹤0.01% 919
2021
Q4 		$1K Hold
39
– – ﹤0.01% 2006
2021
Q3 		$1K Hold
39
– – ﹤0.01% 1786
2021
Q2 		$1K Hold
39
– – ﹤0.01% 1833
2021
Q1 		$1K Hold
39
– – ﹤0.01% 1802
2020
Q4 		$1K Hold
39
– – ﹤0.01% 1697
2020
Q3 		$1K Buy
+39
New +$693 ﹤0.01% 1656
2020
Q2 		– Sell
-242
Closed -$4K – 1890
2020
Q1 		$4K Buy
+242
New +$5.96K ﹤0.01% 1120
2019
Q3 		– Sell
-123
Closed -$3K – 1536
2019
Q2 		$3K Buy
+123
New +$3.25K ﹤0.01% 1171

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's TOWN Position: Q1 2025 in Review

Lindbrook Capital reduced its Towne Bank (TOWN) stake by 1.3% in Q1 2025, selling an estimated $176 and leaving 374 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Lindbrook Capital first reported a position in TOWN in Q2 2019 and has held it in 21 quarters since. The position peaked at $25K in Q1 2022. 234 funds tracked by Wall St. Rank hold TOWN as of Q1 2025.

  • Lindbrook Capital held 374 shares of Towne Bank worth $12.8K as of Q1 2025.
  • Lindbrook Capital sold 5 Towne Bank shares in Q1 2025, an estimated $176.
  • Towne Bank made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1552 holding.
  • Lindbrook Capital first reported a position in Towne Bank in Q2 2019 and has held it in 21 quarters since.
  • Lindbrook Capital's Towne Bank position peaked at $25K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Towne Bank as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.