Aldebaran Financial’s Towne Bank TOWN Stock Holding History

Aldebaran Financial’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	$202K	Hold	6,000	–	–	0.19%	75
2025 Q4	$202K	Hold	6,000	–	–	0.19%	77
2025 Q3	$207K	Hold	6,000	–	–	0.21%	76
2025 Q2	$205K	Hold	6,000	–	–	0.23%	72
2025 Q1	$205K	Hold	6,000	–	–	0.25%	70
2024 Q4	$206K	Buy	+6,000	New	+$209K	0.24%	72
2023 Q4	–	Sell	-12,000	Closed	-$275K	–	65
2023 Q3	$275K	Hold	12,000	–	–	0.43%	54
2023 Q2	$279K	Sell	12,000 -15,000	-56%	-$361K	0.38%	53
2023 Q1	$720K	Hold	27,000	–	–	0.93%	36
2022 Q4	$833K	Sell	27,000 -2,000	-7%	-$62K	0.89%	37
2022 Q3	$784K	Sell	29,000 -1,500	-5%	-$43.1K	0.86%	40
2022 Q2	$828K	Hold	30,500	–	–	0.88%	40
2022 Q1	$913K	Hold	30,500	–	–	0.71%	41
2021 Q4	$963K	Sell	30,500 -125	-0.4%	-$3.98K	0.71%	42
2021 Q3	$953K	Hold	30,625	–	–	0.77%	39
2021 Q2	$939K	Hold	30,625	–	–	0.77%	39
2021 Q1	$931K	Sell	30,625 -4,312	-12%	-$120K	0.82%	41
2020 Q4	$820K	Sell	34,937 -2,500	-7%	-$51.7K	0.76%	43
2020 Q3	$614K	Buy	37,437 +5,125	+16%	+$91.1K	0.64%	43
2020 Q2	$609K	Hold	32,312	–	–	0.72%	44
2020 Q1	$585K	Hold	32,312	–	–	0.57%	60
2019 Q4	$899K	Sell	32,312 -1,750	-5%	-$49K	0.68%	54
2019 Q3	$933K	Hold	34,062	–	–	0.62%	60
2019 Q2	$929K	Hold	34,062	–	–	0.64%	59
2019 Q1	$843K	Hold	34,062	–	–	0.59%	61
2018 Q4	$816K	Sell	34,062 -12,566	-27%	-$345K	0.62%	58
2018 Q3	$1.44M	Hold	46,628	–	–	0.93%	41
2018 Q2	$1.5M	Sell	46,628 -32,639	-41%	-$1.01M	1.03%	39
2018 Q1	$2.27M	Buy	79,267 +70,116	+766%	+$2.11M	1.52%	22
2017 Q4	$281K	Buy	9,151 +36	+0.4%	+$1.2K	0.19%	85
2017 Q3	$305K	Buy	9,115 +42	+0.5%	+$1.31K	0.21%	82
2017 Q2	$279K	Buy	9,073 +38	+0.4%	+$1.18K	0.2%	84
2017 Q1	$293K	Buy	9,035 +35	+0.4%	+$1.14K	0.22%	82
2016 Q4	$299K	Sell	9,000 -1,000	-10%	-$28.8K	0.24%	82
2016 Q3	$240K	Sell	10,000 -3,482	-26%	-$80.7K	0.19%	88
2016 Q2	$302K	Buy	13,482 +81	+0.6%	+$1.7K	0.24%	82
2016 Q1	$257K	Buy	13,401 +79	+0.6%	+$1.46K	0.22%	85
2015 Q4	$274K	Sell	13,322 -9,861	-43%	-$208K	0.25%	77
2015 Q3	$437K	Buy	23,183 +162	+0.7%	+$2.9K	0.41%	70
2015 Q2	$375K	Sell	23,021 -3,325	-13%	-$54K	0.32%	76
2015 Q1	$424K	Buy	26,346 +184	+0.7%	+$2.85K	0.36%	75
2014 Q4	$396K	Buy	26,162 +203	+0.8%	+$2.99K	0.35%	81
2014 Q3	$353K	Buy	25,959 +173	+0.7%	+$2.56K	0.32%	83
2014 Q2	$405K	Buy	25,786 +165	+0.6%	+$2.56K	0.32%	84
2014 Q1	$397K	Buy	25,621 +164	+0.6%	+$2.49K	0.35%	83
2013 Q4	$392K	Buy	+25,457	New	+$379K	0.37%	79

Other funds holding TOWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Aldebaran Financial's TOWN Position: Q1 2026 in Review

Aldebaran Financial held its Towne Bank (TOWN) position steady in Q1 2026 at 6,000 shares worth $202K. The position accounts for 0.19% of the portfolio, ranked #75.

Aldebaran Financial first reported a position in TOWN in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.27M in Q1 2018. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Aldebaran Financial held 6,000 shares of Towne Bank worth $202K as of Q1 2026.
Aldebaran Financial left its Towne Bank share count unchanged in Q1 2026.
Towne Bank made up 0.19% of Aldebaran Financial's portfolio in Q1 2026, its #75 holding.
Aldebaran Financial first reported a position in Towne Bank in Q4 2013 and has held it in 46 quarters since.
Aldebaran Financial's Towne Bank position peaked at $2.27M in Q1 2018.
286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.