Cary Street Partners’s Towne Bank TOWN Stock Holding History

Cary Street Partners’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	$899K	Hold	24,799	–	–	0.02%	523
2026 Q1	$835K	Hold	24,799	–	–	0.02%	482
2025 Q4	$828K	Sell	24,799 -250	-1%	-$8.42K	0.02%	489
2025 Q3	$866K	Sell	25,049 -174	-0.7%	-$6.24K	0.02%	456
2025 Q2	$862K	Hold	25,223	–	–	0.02%	438
2025 Q1	$862K	Sell	25,223 -9	-0%	-$317	0.03%	422
2024 Q4	$859K	Buy	+25,232	New	+$878K	0.03%	408

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

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

Cary Street Partners held its Towne Bank (TOWN) position steady in Q2 2026 at 24,799 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #523.

Cary Street Partners first reported a position in TOWN in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Cary Street Partners held 24,799 shares of Towne Bank worth $899K as of Q2 2026.
Cary Street Partners left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #523 holding.
Cary Street Partners first reported a position in Towne Bank in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

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