Stephens Consulting’s Towne Bank TOWN Stock Holding History

Stephens 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
2025 Q2	–	Sell	-20	Closed	-$684	–	1941
2025 Q1	$684	Buy	+20	New	+$704	﹤0.01%	837

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's TOWN Position: Q2 2025 in Review

Stephens Consulting sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 20 shares — an estimated $684 sold.

Stephens Consulting first reported a position in TOWN in Q1 2025 and held it in 1 quarter. The position peaked at $684 in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

Stephens Consulting reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 20 Towne Bank shares in Q2 2025, an estimated $684.
Stephens Consulting first reported a position in Towne Bank in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Towne Bank position peaked at $684 in Q1 2025.
242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.