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SVB Wealth’s Towne Bank TOWN Stock Holding History

SVB Wealth’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
-419
Closed -$14.3K – 1529
2025
Q1 		$14.3K Buy
+419
New +$14.8K ﹤0.01% 812

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

SVB Wealth's TOWN Position: Q2 2025 in Review

SVB Wealth sold out of Towne Bank (TOWN) in Q2 2025, closing a stake of 419 shares — an estimated $14.3K sold.

SVB Wealth first reported a position in TOWN in Q1 2025 and held it in 1 quarter. The position peaked at $14.3K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • SVB Wealth reported no remaining Towne Bank position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 419 Towne Bank shares in Q2 2025, an estimated $14.3K.
  • SVB Wealth first reported a position in Towne Bank in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Towne Bank position peaked at $14.3K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.