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TOWN icon

TD Private Client Wealth’s Towne Bank TOWN Stock Holding History

TD Private Client 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
2026
Q1 		– Sell
-7
Closed -$234 – 1740
2025
Q4 		$234 Buy
+7
New +$236 ﹤0.01% 1525
2023
Q3 		– Sell
-170
Closed -$3.95K – 1270
2023
Q2 		$3.95K Hold
170
– – ﹤0.01% 1139
2023
Q1 		$4.53K Hold
170
– – ﹤0.01% 1110
2022
Q4 		$5.24K Hold
170
– – ﹤0.01% 1073
2022
Q3 		$4.56K Hold
170
– – ﹤0.01% 1069
2022
Q2 		$4.62K Hold
170
– – ﹤0.01% 1081
2022
Q1 		$5.09K Buy
+170
New +$5.35K ﹤0.01% 1103

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