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Principal Securities’s Towne Bank TOWN Stock Holding History

Principal Securities’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
-1,578
Closed -$54.6K – 3327
2025
Q3 		$54.6K Buy
1,578
+480
+44% +$17.2K ﹤0.01% 1908
2025
Q2 		$37.5K Buy
1,098
+639
+139% +$21.3K ﹤0.01% 2016
2025
Q1 		$15.6K Hold
459
– – ﹤0.01% 2340
2024
Q4 		$15.6K Buy
459
+28
+6% +$974 ﹤0.01% 2336
2024
Q3 		$14.2K Buy
431
+410
+1,952% +$13.2K ﹤0.01% 2278
2024
Q2 		$573 Buy
+21
New +$565 ﹤0.01% 3177

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

Principal Securities's TOWN Position: Q4 2025 in Review

Principal Securities sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 1,578 shares — an estimated $54.6K sold.

Principal Securities first reported a position in TOWN in Q2 2024 and held it in 6 quarters. The position peaked at $54.6K in Q3 2025. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Principal Securities reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,578 Towne Bank shares in Q4 2025, an estimated $54.6K.
  • Principal Securities first reported a position in Towne Bank in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Towne Bank position peaked at $54.6K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.