Stifel Financial
TOWN icon

Stifel Financial’s Towne Bank TOWN Stock Holding History

Stifel Financial’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 		$548K Buy
16,276
+95
+0.6% +$3.3K ﹤0.01% 2830
2025
Q4 		$540K Buy
16,181
+5,120
+46% +$172K ﹤0.01% 2814
2025
Q3 		$382K Buy
+11,061
New +$396K ﹤0.01% 2965
2021
Q3 		– Sell
-6,772
Closed -$206K – 3418
2021
Q2 		$206K Buy
6,772
+40
+0.6% +$1.25K ﹤0.01% 3124
2021
Q1 		$205K Buy
+6,732
New +$187K ﹤0.01% 3010
2019
Q4 		– Sell
-38,812
Closed -$1.08M – 3078
2019
Q3 		$1.08M Hold
38,812
– – ﹤0.01% 1702
2019
Q2 		$1.06M Sell
38,812
-10,000
-20% -$264K ﹤0.01% 1769
2019
Q1 		$1.21M Hold
48,812
– – ﹤0.01% 1536
2018
Q4 		$1.17M Hold
48,812
– – ﹤0.01% 1437
2018
Q3 		$1.51M Hold
48,812
– – ﹤0.01% 1429
2018
Q2 		$1.57M Buy
48,812
+10,000
+26% +$310K ﹤0.01% 1348
2018
Q1 		$1.11M Buy
+38,812
New +$1.17M ﹤0.01% 1499
2014
Q4 		– Sell
-13,750
Closed -$187K – 2451
2014
Q3 		$187K Buy
+13,750
New +$204K ﹤0.01% 2026

Other funds holding TOWN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM