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1620 Investment Advisors’s Towne Bank TOWN Stock Holding History

1620 Investment Advisors’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
Q2 		$134K Sell
3,695
-86
-2% -$3K 0.08% 228
2026
Q1 		$127K Buy
3,781
+185
+5% +$6.43K 0.09% 207
2025
Q4 		$120K Buy
3,596
+564
+19% +$19K 0.08% 211
2025
Q3 		$105K Buy
3,032
+39
+1% +$1.4K 0.07% 228
2025
Q2 		$102K Buy
+2,993
New +$99.8K 0.07% 226

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

1620 Investment Advisors's TOWN Position: Q2 2026 in Review

1620 Investment Advisors reduced its Towne Bank (TOWN) stake by 2.3% in Q2 2026, selling an estimated $3K and leaving 3,695 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #228.

1620 Investment Advisors first reported a position in TOWN in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • 1620 Investment Advisors held 3,695 shares of Towne Bank worth $134K as of Q2 2026.
  • 1620 Investment Advisors sold 86 Towne Bank shares in Q2 2026, an estimated $3K.
  • Towne Bank made up 0.08% of 1620 Investment Advisors's portfolio in Q2 2026, its #228 holding.
  • 1620 Investment Advisors first reported a position in Towne Bank in Q2 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.