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Bridgewater Associates’s Towne Bank TOWN Stock Holding History

Bridgewater Associates’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 		$5.92M Sell
163,477
-64,020
-28% -$2.24M 0.02% 443
2026
Q1 		$7.66M Buy
227,497
+71,495
+46% +$2.48M 0.03% 318
2025
Q4 		$5.21M Buy
156,002
+66,943
+75% +$2.25M 0.02% 517
2025
Q3 		$3.08M Buy
+89,059
New +$3.19M 0.01% 616

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

Bridgewater Associates's TOWN Position: Q2 2026 in Review

Bridgewater Associates reduced its Towne Bank (TOWN) stake by 28% in Q2 2026, selling an estimated $2.24M and leaving 163,477 shares worth $5.92M. The position accounts for 0.02% of the portfolio, ranked #443.

Bridgewater Associates first reported a position in TOWN in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.66M in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Bridgewater Associates held 163,477 shares of Towne Bank worth $5.92M as of Q2 2026.
  • Bridgewater Associates sold 64,020 Towne Bank shares in Q2 2026, an estimated $2.24M.
  • Towne Bank made up 0.02% of Bridgewater Associates's portfolio in Q2 2026, its #443 holding.
  • Bridgewater Associates first reported a position in Towne Bank in Q3 2025 and has held it in 4 quarters since.
  • Bridgewater Associates's Towne Bank position peaked at $7.66M in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.