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Parkside Financial Bank & Trust’s Towne Bank TOWN Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-30
Closed -$1.03K – 2992
2025
Q1 		$1.03K Buy
+30
New +$1.06K ﹤0.01% 2098
2023
Q3 		– Sell
-15
Closed -$349 – 2107
2023
Q2 		$349 Hold
15
– – ﹤0.01% 1922
2023
Q1 		$400 Sell
15
-15
-50% -$443 ﹤0.01% 1915
2022
Q4 		$925 Buy
+30
New +$930 ﹤0.01% 1852

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
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 $156B AUM 27.51% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parkside Financial Bank & Trust's TOWN Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 30 shares — an estimated $1.03K sold.

Parkside Financial Bank & Trust first reported a position in TOWN in Q4 2022 and held it in 4 quarters. The position peaked at $1.03K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 30 Towne Bank shares in Q2 2025, an estimated $1.03K.
  • Parkside Financial Bank & Trust first reported a position in Towne Bank in Q4 2022 and held it in 4 quarters.
  • Parkside Financial Bank & Trust's Towne Bank position peaked at $1.03K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.