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Parkworth Wealth Management’s Towne Bank TOWN Stock Holding History

Parkworth Wealth 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
Q2 		$68 Hold
2
– – ﹤0.01% 1215
2025
Q1 		$68 Hold
2
– – ﹤0.01% 1047
2024
Q4 		$68 Buy
+2
New +$70 ﹤0.01% 1096

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

Parkworth Wealth Management's TOWN Position: Q2 2025 in Review

Parkworth Wealth Management held its Towne Bank (TOWN) position steady in Q2 2025 at 2 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Parkworth Wealth Management first reported a position in TOWN in Q4 2024 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Towne Bank worth $68 as of Q2 2025.
  • Parkworth Wealth Management left its Towne Bank share count unchanged in Q2 2025.
  • Towne Bank made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1215 holding.
  • Parkworth Wealth Management first reported a position in Towne Bank in Q4 2024 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.