Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Towne Bank TOWN Stock Holding History

Cambridge Investment Research Advisors’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 		$497K Sell
13,708
-8,877
-39% -$310K ﹤0.01% 2966
2026
Q1 		$760K Sell
22,585
-179
-0.8% -$6.22K ﹤0.01% 2413
2025
Q4 		$760K Buy
22,764
+8,503
+60% +$286K ﹤0.01% 2326
2025
Q3 		$493K Sell
14,261
-146
-1% -$5.23K ﹤0.01% 2693
2025
Q2 		$492K Sell
14,407
-1,576
-10% -$52.6K ﹤0.01% 2563
2025
Q1 		$546K Sell
15,983
-89
-0.6% -$3.13K ﹤0.01% 2353
2024
Q4 		$547K Sell
16,072
-265
-2% -$9.22K ﹤0.01% 2356
2024
Q3 		$540K Hold
16,337
– – ﹤0.01% 2348
2024
Q2 		$446K Buy
16,337
+915
+6% +$24.6K ﹤0.01% 2389
2024
Q1 		$433K Sell
15,422
-965
-6% -$26.8K ﹤0.01% 2391
2023
Q4 		$488K Sell
16,387
-200
-1% -$5.19K ﹤0.01% 2195
2023
Q3 		$380K Sell
16,587
-1,138
-6% -$27.4K ﹤0.01% 2316
2023
Q2 		$412K Buy
+17,725
New +$426K ﹤0.01% 2277
2023
Q1 		– Sell
-6,723
Closed -$207K – 3251
2022
Q4 		$207K Buy
+6,723
New +$208K ﹤0.01% 2727
2022
Q2 		– Sell
-6,682
Closed -$200K – 3209
2022
Q1 		$200K Sell
6,682
-1,964
-23% -$61.8K ﹤0.01% 2878
2021
Q4 		$273K Buy
+8,646
New +$275K ﹤0.01% 2616

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

Cambridge Investment Research Advisors's TOWN Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Towne Bank (TOWN) stake by 39% in Q2 2026, selling an estimated $310K and leaving 13,708 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Cambridge Investment Research Advisors first reported a position in TOWN in Q4 2021 and has held it in 16 quarters since. The position peaked at $760K in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Cambridge Investment Research Advisors held 13,708 shares of Towne Bank worth $497K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 8,877 Towne Bank shares in Q2 2026, an estimated $310K.
  • Towne Bank made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2966 holding.
  • Cambridge Investment Research Advisors first reported a position in Towne Bank in Q4 2021 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's Towne Bank position peaked at $760K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.