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Bare Financial Services’s Towne Bank TOWN Stock Holding History

Bare Financial Services’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 		$1.59K Buy
44
+15
+52% +$524 ﹤0.01% 1201
2026
Q1 		$976 Buy
+29
New +$1.01K ﹤0.01% 1262

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

Bare Financial Services's TOWN Position: Q2 2026 in Review

Bare Financial Services increased its Towne Bank (TOWN) stake by 52% in Q2 2026, buying an estimated $524 and bringing the position to 44 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Bare Financial Services first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Bare Financial Services held 44 shares of Towne Bank worth $1.59K as of Q2 2026.
  • Bare Financial Services bought 15 Towne Bank shares in Q2 2026, an estimated $524.
  • Towne Bank made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1201 holding.
  • Bare Financial Services first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.