Cerity Partners
TOWN icon

Cerity Partners’s Towne Bank TOWN Stock Holding History

Cerity 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
Q1 		$3.97M Buy
117,998
+1,679
+1% +$58.3K 0.01% 1134
2025
Q4 		$3.88M Sell
116,319
-234
-0.2% -$7.88K 0.01% 1042
2025
Q3 		$4.03M Buy
116,553
+9,744
+9% +$349K 0.01% 956
2025
Q2 		$3.65M Buy
106,809
+6,430
+6% +$214K 0.01% 954
2025
Q1 		$3.43M Sell
100,379
-9,228
-8% -$325K 0.01% 878
2024
Q4 		$3.73M Buy
109,607
+463
+0.4% +$16.1K 0.01% 833
2024
Q3 		$3.61M Buy
109,144
+1,236
+1% +$39.7K 0.01% 847
2024
Q2 		$2.94M Sell
107,908
-8,428
-7% -$227K 0.01% 767
2024
Q1 		$3.29M Sell
116,336
-1,188
-1% -$33K 0.01% 788
2023
Q4 		$3.53M Buy
117,524
+5,203
+5% +$135K 0.01% 624
2023
Q3 		$2.6M Sell
112,321
-51,573
-31% -$1.24M 0.01% 523
2023
Q2 		$3.85M Buy
163,894
+2,072
+1% +$49.8K 0.02% 559
2023
Q1 		$3.8M Sell
161,822
-4,229
-3% -$125K 0.01% 546
2022
Q4 		$5.16M Buy
166,051
+4,216
+3% +$131K 0.03% 357
2022
Q3 		$4.38M Buy
161,835
+3,517
+2% +$101K 0.05% 252
2022
Q2 		$4.33M Buy
+158,318
New +$4.52M 0.05% 270

Other funds holding TOWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Cerity Partners's TOWN Position: Q1 2026 in Review

Cerity Partners increased its Towne Bank (TOWN) stake by 1.4% in Q1 2026, buying an estimated $58.3K and bringing the position to 117,998 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #1134.

Cerity Partners first reported a position in TOWN in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.16M in Q4 2022. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Cerity Partners held 117,998 shares of Towne Bank worth $3.97M as of Q1 2026.
  • Cerity Partners bought 1,679 Towne Bank shares in Q1 2026, an estimated $58.3K.
  • Towne Bank made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1134 holding.
  • Cerity Partners first reported a position in Towne Bank in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's Towne Bank position peaked at $5.16M in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.