Beese Fulmer Investment Management’s Towne Bank TOWN Stock Holding History

Beese Fulmer Investment Management’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	$207K	Buy	+5,723	New	+$200K	0.01%	379

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

Beese Fulmer Investment Management's TOWN Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Towne Bank (TOWN) in Q2 2026: 5,723 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Beese Fulmer Investment Management held 5,723 shares of Towne Bank worth $207K as of Q2 2026.
Towne Bank was a new Beese Fulmer Investment Management position in Q2 2026.
Towne Bank made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #379 holding.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.