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Richardson Financial Services’s Towne Bank TOWN Stock Holding History

Richardson 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
2026
Q1 		– Sell
-63
Closed -$2.1K – 659
2025
Q4 		$2.1K Sell
63
-753
-92% -$25.4K ﹤0.01% 542
2025
Q3 		$28.2K Buy
816
+490
+150% +$17.6K 0.02% 336
2025
Q2 		$11.4K Buy
326
+93
+40% +$3.1K 0.01% 395
2025
Q1 		$7.97K Buy
+233
New +$8.2K 0.01% 413

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Richardson Financial Services's TOWN Position: Q1 2026 in Review

Richardson Financial Services sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 63 shares — an estimated $2.1K sold.

Richardson Financial Services first reported a position in TOWN in Q1 2025 and held it in 4 quarters. The position peaked at $28.2K in Q3 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Richardson Financial Services reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 63 Towne Bank shares in Q1 2026, an estimated $2.1K.
  • Richardson Financial Services first reported a position in Towne Bank in Q1 2025 and held it in 4 quarters.
  • Richardson Financial Services's Towne Bank position peaked at $28.2K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.