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
Q2 		$4.38M Buy
120,898
+2,900
+2% +$101K 0.01% 1169
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 $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

Cerity Partners's TOWN Position: Q2 2026 in Review

Cerity Partners increased its Towne Bank (TOWN) stake by 2.5% in Q2 2026, buying an estimated $101K and bringing the position to 120,898 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #1169.

Cerity Partners first reported a position in TOWN in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.16M in Q4 2022. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Cerity Partners held 120,898 shares of Towne Bank worth $4.38M as of Q2 2026.
  • Cerity Partners bought 2,900 Towne Bank shares in Q2 2026, an estimated $101K.
  • Towne Bank made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1169 holding.
  • Cerity Partners first reported a position in Towne Bank in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's Towne Bank position peaked at $5.16M in Q4 2022.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.