SSG
TBNK

Summit Securities Group’s Territorial Bancorp Inc. TBNK Stock Holding History

Summit Securities Group’s Portfolio TBNK Stock Details TBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,000
Closed -$33K – 974
2023
Q4 		$33K Buy
+3,000
New +$25.5K ﹤0.01% 435

Other funds holding TBNK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Summit Securities Group's TBNK Position: Q1 2024 in Review

Summit Securities Group sold out of Territorial Bancorp Inc. (TBNK) in Q1 2024, closing a stake of 3,000 shares — an estimated $33K sold.

Summit Securities Group first reported a position in TBNK in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 37 funds tracked by Wall St. Rank hold TBNK as of Q1 2024.

  • Summit Securities Group reported no remaining Territorial Bancorp Inc. position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 3,000 Territorial Bancorp Inc. shares in Q1 2024, an estimated $33K.
  • Summit Securities Group first reported a position in Territorial Bancorp Inc. in Q4 2023 and held it in 1 quarter.
  • Summit Securities Group's Territorial Bancorp Inc. position peaked at $33K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.