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Steward Financial Group’s Towne Bank TOWN Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+40
New +$963 ﹤0.01% 1562
2023
Q2 		– Sell
-50
Closed -$1K – 963
2023
Q1 		$1K Buy
50
+30
+150% +$886 ﹤0.01% 665
2022
Q4 		$0 Buy
+20
New +$620 ﹤0.01% 805
2022
Q3 		– Sell
-20
Closed – – 1205
2022
Q2 		$0 Buy
+20
New +$571 ﹤0.01% 1368

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's TOWN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Towne Bank (TOWN) in Q3 2023: 40 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TOWN as recently as Q1 2023.

Steward Financial Group first reported a position in TOWN in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 183 funds tracked by Wall St. Rank hold TOWN as of Q3 2023.

  • Steward Financial Group held 40 shares of Towne Bank worth $0 as of Q3 2023.
  • Towne Bank was a new Steward Financial Group position in Q3 2023.
  • Towne Bank made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1562 holding.
  • Steward Financial Group first reported a position in Towne Bank in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Towne Bank position peaked at $1K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Towne Bank as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.