SFGP
TOWN icon

Stonebridge Financial Group (Pennsylvania)’s Towne Bank TOWN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-519
Closed -$17.7K – 868
2025
Q1 		$17.7K Hold
519
– – ﹤0.01% 518
2024
Q4 		$17.7K Buy
+519
New +$18.1K ﹤0.01% 508

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s TOWN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 519 shares — an estimated $17.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in TOWN in Q4 2024 and held it in 2 quarters. The position peaked at $17.7K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 519 Towne Bank shares in Q2 2025, an estimated $17.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Towne Bank in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Towne Bank position peaked at $17.7K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.