Principal Financial Group
TOWN icon

Principal Financial Group’s Towne Bank TOWN Stock Holding History

Principal 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
2024
Q2 		– Sell
-8,062
Closed -$226K – 2463
2024
Q1 		$226K Sell
8,062
-13,944
-63% -$387K ﹤0.01% 2148
2023
Q4 		$655K Buy
22,006
+1,948
+10% +$50.5K ﹤0.01% 1897
2023
Q3 		$460K Buy
20,058
+6,386
+47% +$154K ﹤0.01% 1967
2023
Q2 		$318K Buy
13,672
+5,794
+74% +$139K ﹤0.01% 2066
2023
Q1 		$210K Buy
+7,878
New +$233K ﹤0.01% 2173
2021
Q3 		– Sell
-7,752
Closed -$236K – 2622
2021
Q2 		$236K Buy
7,752
+977
+14% +$30.6K ﹤0.01% 2429
2021
Q1 		$206K Buy
+6,775
New +$188K ﹤0.01% 2380
2019
Q4 		– Sell
-7,301
Closed -$203K – 2282
2019
Q3 		$203K Buy
+7,301
New +$198K ﹤0.01% 2140
2019
Q1 		– Sell
-8,650
Closed -$207K – 2243
2018
Q4 		$207K Sell
8,650
-412
-5% -$11.3K ﹤0.01% 2124
2018
Q3 		$280K Sell
9,062
-752
-8% -$24.3K ﹤0.01% 2086
2018
Q2 		$315K Sell
9,814
-322
-3% -$10K ﹤0.01% 2072
2018
Q1 		$290K Buy
+10,136
New +$305K ﹤0.01% 2030
2017
Q4 		– Sell
-21,264
Closed -$712K – 2270
2017
Q3 		$712K Sell
21,264
-129,036
-86% -$4.01M ﹤0.01% 1877
2017
Q2 		$4.63M Sell
150,300
-163,021
-52% -$5.04M ﹤0.01% 1570
2017
Q1 		$10.2M Buy
313,321
+16,332
+5% +$530K 0.01% 1178
2016
Q4 		$9.88M Buy
296,989
+64,591
+28% +$1.86M 0.01% 1175
2016
Q3 		$5.58M Buy
232,398
+220,127
+1,794% +$5.1M 0.01% 1420
2016
Q2 		$266K Buy
+12,271
New +$257K ﹤0.01% 1964
2016
Q1 		– Sell
-11,067
Closed -$231K – 2200
2015
Q4 		$231K Buy
+11,067
New +$234K ﹤0.01% 2016
2014
Q2 		– Sell
-10,976
Closed -$170K – 2305
2014
Q1 		$170K Sell
10,976
-225
-2% -$3.42K ﹤0.01% 2169
2013
Q4 		$172K Sell
11,201
-207
-2% -$3.08K ﹤0.01% 2186
2013
Q3 		$165K Sell
11,408
-378
-3% -$5.77K ﹤0.01% 2152
2013
Q2 		$173K Buy
+11,786
New +$171K ﹤0.01% 2114

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Principal Financial Group's TOWN Position: Q2 2024 in Review

Principal Financial Group sold out of Towne Bank (TOWN) in Q2 2024, closing a stake of 8,062 shares — an estimated $226K sold.

Principal Financial Group first reported a position in TOWN in Q2 2013 and held it in 23 quarters. The position peaked at $10.2M in Q1 2017. 202 funds tracked by Wall St. Rank hold TOWN as of Q2 2024.

  • Principal Financial Group reported no remaining Towne Bank position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 8,062 Towne Bank shares in Q2 2024, an estimated $226K.
  • Principal Financial Group first reported a position in Towne Bank in Q2 2013 and held it in 23 quarters.
  • Principal Financial Group's Towne Bank position peaked at $10.2M in Q1 2017.
  • 202 funds tracked by Wall St. Rank held Towne Bank as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.