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Atria Investments’s Towne Bank TOWN Stock Holding History

Atria Investments’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 		– Sell
-8,324
Closed -$278K – 2152
2025
Q4 		$278K Buy
+8,324
New +$280K ﹤0.01% 1777

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Atria Investments's TOWN Position: Q1 2026 in Review

Atria Investments sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 8,324 shares — an estimated $278K sold.

Atria Investments first reported a position in TOWN in Q4 2025 and held it in 1 quarter. The position peaked at $278K in Q4 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Atria Investments reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 8,324 Towne Bank shares in Q1 2026, an estimated $278K.
  • Atria Investments first reported a position in Towne Bank in Q4 2025 and held it in 1 quarter.
  • Atria Investments's Towne Bank position peaked at $278K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.