VAM
TOWN icon

Verity Asset Management’s Towne Bank TOWN Stock Holding History

Verity Asset Management’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 		$1.76M Buy
+52,245
New +$1.81M 0.74% 42
2025
Q2 		– Sell
-9,539
Closed -$326K – 215
2025
Q1 		$326K Buy
+9,539
New +$336K 0.13% 142
2018
Q2 		– Sell
-7,868
Closed -$225K – 135
2018
Q1 		$225K Buy
7,868
+1,022
+15% +$30.7K 0.21% 101
2017
Q4 		$209K Buy
6,846
+570
+9% +$19K 0.16% 118
2017
Q3 		$210K Buy
+6,276
New +$195K 0.16% 107
2016
Q3 		$204K Buy
+8,471
New +$196K 0.19% 101

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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T. Rowe Price Investment Management
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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