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Cary Street Partners Investment Advisory’s Towne Bank TOWN Stock Holding History

Cary Street Partners Investment Advisory’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 		$2.97K Sell
82
-16
-16% -$559 ﹤0.01% 722
2026
Q1 		$3.3K Buy
98
+49
+100% +$1.7K ﹤0.01% 663
2025
Q4 		$1.64K Sell
49
-42
-46% -$1.41K ﹤0.01% 670
2025
Q3 		$3.15K Hold
91
– – ﹤0.01% 576
2025
Q2 		$3.11K Sell
91
-14
-13% -$467 ﹤0.01% 554
2025
Q1 		$3.59K Buy
105
+65
+163% +$2.29K ﹤0.01% 519
2024
Q4 		$1.36K Sell
40
-25,182
-100% -$876K ﹤0.01% 492
2024
Q3 		$834K Sell
25,222
-539
-2% -$17.3K 0.03% 386
2024
Q2 		$703K Buy
25,761
+34
+0.1% +$915 0.03% 394
2024
Q1 		$722K Hold
25,727
– – 0.03% 383
2023
Q4 		$766K Sell
25,727
-15
-0.1% -$389 0.04% 355
2023
Q3 		$590K Buy
25,742
+5,744
+29% +$138K 0.03% 370
2023
Q2 		$465K Buy
19,998
+1,289
+7% +$31K 0.03% 371
2023
Q1 		$499K Sell
18,709
-4,919
-21% -$145K 0.04% 335
2022
Q4 		$729K Buy
23,628
+4,900
+26% +$152K 0.05% 283
2022
Q3 		$502K Sell
18,728
-43,642
-70% -$1.25M 0.04% 312
2022
Q2 		$1.69M Buy
62,370
+473
+0.8% +$13.5K 0.14% 160
2022
Q1 		$1.87M Sell
61,897
-2,541
-4% -$80K 0.51% 59
2021
Q4 		$2.04M Buy
64,438
+1,541
+2% +$49.1K 0.56% 55
2021
Q3 		$1.96M Hold
62,897
– – 0.64% 49
2021
Q2 		$1.91M Sell
62,897
-192,891
-75% -$6.05M 0.62% 49
2021
Q1 		$7.78M Sell
255,788
-13,324
-5% -$370K 3.2% 3
2020
Q4 		$6.32M Buy
269,112
+3,655
+1% +$75.5K 1.22% 12
2020
Q3 		$4.35M Buy
+265,457
New +$4.72M 0.92% 22

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LN
Lightrock Netherlands Utrecht, Netherlands $506M AUM 51.14% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's TOWN Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Towne Bank (TOWN) stake by 16% in Q2 2026, selling an estimated $559 and leaving 82 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Cary Street Partners Investment Advisory first reported a position in TOWN in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.78M in Q1 2021. 154 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Cary Street Partners Investment Advisory held 82 shares of Towne Bank worth $2.97K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 16 Towne Bank shares in Q2 2026, an estimated $559.
  • Towne Bank made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #722 holding.
  • Cary Street Partners Investment Advisory first reported a position in Towne Bank in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Towne Bank position peaked at $7.78M in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.