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Summit Securities Group’s Towne Bank TOWN Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-810
Closed -$27.7K – 1430
2025
Q1 		$27.7K Buy
+810
New +$28.5K ﹤0.01% 420

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

Summit Securities Group's TOWN Position: Q2 2025 in Review

Summit Securities Group sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 810 shares — an estimated $27.7K sold.

Summit Securities Group first reported a position in TOWN in Q1 2025 and held it in 1 quarter. The position peaked at $27.7K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • Summit Securities Group reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 810 Towne Bank shares in Q2 2025, an estimated $27.7K.
  • Summit Securities Group first reported a position in Towne Bank in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Towne Bank position peaked at $27.7K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.