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
Q2 		$2.09M Buy
57,689
+529
+0.9% +$18.5K ﹤0.01% 2351
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 $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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's TOWN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Towne Bank (TOWN) stake by 0.93% in Q2 2026, buying an estimated $18.5K and bringing the position to 57,689 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Cetera Investment Advisers first reported a position in TOWN in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Cetera Investment Advisers held 57,689 shares of Towne Bank worth $2.09M as of Q2 2026.
  • Cetera Investment Advisers bought 529 Towne Bank shares in Q2 2026, an estimated $18.5K.
  • Towne Bank made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2351 holding.
  • Cetera Investment Advisers first reported a position in Towne Bank in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.