Arbor Investment Advisors’s Towne Bank TOWN Stock Holding History

Arbor 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	$633K	Buy	+17,462	New	+$610K	0.07%	71
2025 Q4	–	Sell	-17,462	Closed	-$604K	–	131
2025 Q3	$604K	Buy	+17,462	New	+$626K	0.08%	65
2024 Q4	–	Sell	-17,462	Closed	-$577K	–	122
2024 Q3	$577K	Buy	+17,462	New	+$561K	0.08%	58
2024 Q2	–	Sell	-17,462	Closed	-$490K	–	112
2024 Q1	$490K	Hold	17,462	–	–	0.07%	61
2023 Q4	$520K	Sell	17,462 -17	-0.1%	-$441	0.08%	56
2023 Q3	$401K	Hold	17,479	–	–	0.07%	61
2023 Q2	$406K	Hold	17,479	–	–	0.07%	61
2023 Q1	$466K	Hold	17,479	–	–	0.09%	57
2022 Q4	$539K	Buy	+17,479	New	+$542K	0.11%	55
2022 Q3	–	Sell	-17,558	Closed	-$477K	–	104
2022 Q2	$477K	Hold	17,558	–	–	0.1%	54
2022 Q1	$526K	Hold	17,558	–	–	0.1%	57
2021 Q4	$555K	Sell	17,558 -175	-1%	-$5.58K	0.1%	57
2021 Q3	$552K	Hold	17,733	–	–	0.11%	52
2021 Q2	$539K	Hold	17,733	–	–	0.11%	56
2021 Q1	$539K	Hold	17,733	–	–	0.12%	52
2020 Q4	$416K	Sell	17,733 -88	-0.5%	-$1.82K	0.1%	59
2020 Q3	$292K	Hold	17,821	–	–	0.08%	67
2020 Q2	$336K	Hold	17,821	–	–	0.09%	59
2020 Q1	$322K	Hold	17,821	–	–	0.11%	59
2019 Q4	$496K	Sell	17,821 -1,135	-6%	-$31.8K	0.14%	47
2019 Q3	$527K	Hold	18,956	–	–	0.16%	46
2019 Q2	$517K	Hold	18,956	–	–	0.16%	39
2019 Q1	$469K	Hold	18,956	–	–	0.15%	37
2018 Q4	$454K	Sell	18,956 -1,814	-9%	-$49.8K	0.17%	32
2018 Q3	$641K	Hold	20,770	–	–	0.24%	26
2018 Q2	$667K	Hold	20,770	–	–	0.26%	23
2018 Q1	$594K	Buy	+20,770	New	+$624K	0.25%	22

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Arbor Investment Advisors opened a new position in Towne Bank (TOWN) in Q2 2026: 17,462 shares worth $633K. The stake represents 0.07% of the portfolio and ranks #71 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in TOWN as recently as Q3 2025.

Arbor Investment Advisors first reported a position in TOWN in Q1 2018 and has held it in 27 quarters since. The position peaked at $667K in Q2 2018. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Arbor Investment Advisors held 17,462 shares of Towne Bank worth $633K as of Q2 2026.
Towne Bank was a new Arbor Investment Advisors position in Q2 2026.
Towne Bank made up 0.07% of Arbor Investment Advisors's portfolio in Q2 2026, its #71 holding.
Arbor Investment Advisors first reported a position in Towne Bank in Q1 2018 and has held it in 27 quarters since.
Arbor Investment Advisors's Towne Bank position peaked at $667K in Q2 2018.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.