Raleigh Capital Management’s Towne Bank TOWN Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-4,338	Closed	-$148K	–	1011
2024 Q4	$148K	Hold	4,338	–	–	0.06%	223
2024 Q3	$143K	Hold	4,338	–	–	0.06%	228
2024 Q2	$118K	Hold	4,338	–	–	0.05%	231
2024 Q1	$122K	Hold	4,338	–	–	0.05%	230
2023 Q4	$129K	Hold	4,338	–	–	0.06%	211
2023 Q3	$99.5K	Hold	4,338	–	–	0.05%	212
2023 Q2	$101K	Hold	4,338	–	–	0.05%	213
2023 Q1	$116K	Hold	4,338	–	–	0.06%	212
2022 Q4	$134K	Hold	4,338	–	–	0.07%	203
2022 Q3	$116K	Hold	4,338	–	–	0.07%	208
2022 Q2	$118K	Buy	4,338 +29	+0.7%	+$828	0.07%	214
2022 Q1	$129K	Buy	+4,309	New	+$136K	0.07%	208

Other funds holding TOWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raleigh Capital Management's TOWN Position: Q1 2025 in Review

Raleigh Capital Management sold out of Towne Bank (TOWN) in Q1 2025, closing a stake of 4,338 shares — an estimated $148K sold.

Raleigh Capital Management first reported a position in TOWN in Q1 2022 and held it in 12 quarters. The position peaked at $148K in Q4 2024. 234 funds tracked by Wall St. Rank hold TOWN as of Q1 2025.

Raleigh Capital Management reported no remaining Towne Bank position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 4,338 Towne Bank shares in Q1 2025, an estimated $148K.
Raleigh Capital Management first reported a position in Towne Bank in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Towne Bank position peaked at $148K in Q4 2024.
234 funds tracked by Wall St. Rank held Towne Bank as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.