SJS Investment Consulting’s Towne Bank TOWN Stock Holding History

SJS Investment Consulting’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	$607	Buy	18 +8	+80%	+$278	﹤0.01%	1655
2025 Q4	$334	Hold	10	–	–	﹤0.01%	1652
2025 Q3	$346	Hold	10	–	–	﹤0.01%	1336
2025 Q2	$342	Sell	10 -6	-38%	-$200	﹤0.01%	1229
2025 Q1	$548	Hold	16	–	–	﹤0.01%	1217
2024 Q4	$545	Sell	16 -2	-11%	-$70	﹤0.01%	1211
2024 Q3	$596	Hold	18	–	–	﹤0.01%	1262
2024 Q2	$491	Hold	18	–	–	﹤0.01%	1304
2024 Q1	$506	Hold	18	–	–	﹤0.01%	1282
2023 Q4	$536	Buy	18 +4	+29%	+$104	﹤0.01%	1226
2023 Q3	$322	Buy	14 +2	+17%	+$48	﹤0.01%	1355
2023 Q2	$279	Buy	12 +4	+50%	+$96	﹤0.01%	1333
2023 Q1	$214	Sell	8 -9	-53%	-$266	﹤0.01%	1346
2022 Q4	$524	Buy	17 +8	+89%	+$248	﹤0.01%	1202
2022 Q3	$0	Buy	+9	New	+$258	﹤0.01%	1545
2022 Q1	$0	Buy	+1	New	+$31	﹤0.01%	1323

Other funds holding TOWN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Victory Capital Management

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM