CL
TOWN icon

Choreo LLC’s Towne Bank TOWN Stock Holding History

Choreo LLC’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 		$1.26M Buy
37,149
+3,354
+10% +$116K 0.02% 531
2025
Q4 		$1.14M Sell
33,795
-220
-0.6% -$7.41K 0.01% 551
2025
Q3 		$1.19M Buy
34,015
+34
+0.1% +$1.22K 0.02% 537
2025
Q2 		$1.17M Sell
33,981
-315
-0.9% -$10.5K 0.02% 532
2025
Q1 		$1.18M Buy
34,296
+4,184
+14% +$147K 0.02% 497
2024
Q4 		$1.03M Buy
30,112
+383
+1% +$13.3K 0.01% 564
2024
Q3 		$958K Buy
29,729
+137
+0.5% +$4.4K 0.01% 587
2024
Q2 		$799K Buy
29,592
+6,400
+28% +$172K 0.01% 605
2024
Q1 		$651K Buy
23,192
+4,596
+25% +$128K 0.02% 370
2023
Q4 		$558K Buy
+18,596
New +$482K 0.02% 376
2023
Q2 		– Sell
-30,630
Closed -$816K – 496
2023
Q1 		$816K Buy
30,630
+17
+0.1% +$502 0.03% 230
2022
Q4 		$940K Buy
+30,613
New +$949K 0.05% 103

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

Choreo LLC's TOWN Position: Q1 2026 in Review

Choreo LLC increased its Towne Bank (TOWN) stake by 9.9% in Q1 2026, buying an estimated $116K and bringing the position to 37,149 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #531.

Choreo LLC first reported a position in TOWN in Q4 2022 and has held it in 12 quarters since. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Choreo LLC held 37,149 shares of Towne Bank worth $1.26M as of Q1 2026.
  • Choreo LLC bought 3,354 Towne Bank shares in Q1 2026, an estimated $116K.
  • Towne Bank made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #531 holding.
  • Choreo LLC first reported a position in Towne Bank in Q4 2022 and has held it in 12 quarters since.
  • 286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.