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Prospera Financial Services’s Towne Bank TOWN Stock Holding History

Prospera Financial Services’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
-13,954
Closed -$477K – 1351
2025
Q1 		$477K Buy
+13,954
New +$491K 0.01% 798
2024
Q1 		– Sell
-7,400
Closed -$220K – 1141
2023
Q4 		$220K Buy
+7,400
New +$192K 0.01% 965
2023
Q2 		– Sell
-9,825
Closed -$262K – 1075
2023
Q1 		$262K Buy
9,825
+42
+0.4% +$1.24K 0.01% 822
2022
Q4 		$302K Buy
9,783
+454
+5% +$14.1K 0.02% 702
2022
Q3 		$250K Buy
9,329
+4
+0% +$115 0.01% 707
2022
Q2 		$253K Buy
9,325
+3,736
+67% +$107K 0.01% 676
2022
Q1 		$167K Buy
+5,589
New +$176K 0.01% 934

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

Prospera Financial Services's TOWN Position: Q2 2025 in Review

Prospera Financial Services sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 13,954 shares — an estimated $477K sold.

Prospera Financial Services first reported a position in TOWN in Q1 2022 and held it in 7 quarters. The position peaked at $477K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Prospera Financial Services reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 13,954 Towne Bank shares in Q2 2025, an estimated $477K.
  • Prospera Financial Services first reported a position in Towne Bank in Q1 2022 and held it in 7 quarters.
  • Prospera Financial Services's Towne Bank position peaked at $477K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.