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Wealthspire Advisors (New York)’s Towne Bank TOWN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-42
Closed -$1.45K – 2739
2025
Q3 		$1.45K Buy
+42
New +$1.5K ﹤0.01% 2680

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s TOWN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 42 shares — an estimated $1.45K sold.

Wealthspire Advisors (New York) first reported a position in TOWN in Q3 2025 and held it in 1 quarter. The position peaked at $1.45K in Q3 2025. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 42 Towne Bank shares in Q4 2025, an estimated $1.45K.
  • Wealthspire Advisors (New York) first reported a position in Towne Bank in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Towne Bank position peaked at $1.45K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.