Cetera Investment Advisers
TOWN icon

Cetera Investment Advisers’s Towne Bank TOWN Stock Holding History

Cetera Investment Advisers’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 		$1.92M Buy
57,160
+2,037
+4% +$70.8K ﹤0.01% 2307
2025
Q4 		$1.84M Buy
55,123
+47,388
+613% +$1.6M ﹤0.01% 2283
2025
Q3 		$267K Buy
+7,735
New +$277K ﹤0.01% 3928

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

Cetera Investment Advisers's TOWN Position: Q1 2026 in Review

Cetera Investment Advisers increased its Towne Bank (TOWN) stake by 3.7% in Q1 2026, buying an estimated $70.8K and bringing the position to 57,160 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Cetera Investment Advisers first reported a position in TOWN in Q3 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Cetera Investment Advisers held 57,160 shares of Towne Bank worth $1.92M as of Q1 2026.
  • Cetera Investment Advisers bought 2,037 Towne Bank shares in Q1 2026, an estimated $70.8K.
  • Towne Bank made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2307 holding.
  • Cetera Investment Advisers first reported a position in Towne Bank in Q3 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.