BFIM
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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

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
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
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 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.

74 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.
  • 74 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.