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Ares Financial Consulting’s Towne Bank TOWN Stock Holding History

Ares Financial Consulting’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 		$4.64K Hold
128
– – ﹤0.01% 729
2026
Q1 		$4.35K Hold
128
– – ﹤0.01% 710
2025
Q4 		$4.27K Buy
+128
New +$4.31K ﹤0.01% 515

Other funds holding TOWN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Ares Financial Consulting's TOWN Position: Q2 2026 in Review

Ares Financial Consulting held its Towne Bank (TOWN) position steady in Q2 2026 at 128 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Ares Financial Consulting first reported a position in TOWN in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Ares Financial Consulting held 128 shares of Towne Bank worth $4.64K as of Q2 2026.
  • Ares Financial Consulting left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #729 holding.
  • Ares Financial Consulting first reported a position in Towne Bank in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.