CIBC Private Wealth Group’s Towne Bank TOWN Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$30K	Buy	900 +23	+3%	+$774	﹤0.01%	2006
2025 Q3	$30.3K	Sell	877 -22	-2%	-$788	﹤0.01%	2007
2025 Q2	$30.7K	Buy	899 +4	+0.4%	+$133	﹤0.01%	1857
2025 Q1	$27.2K	Buy	895 +55	+7%	+$1.94K	﹤0.01%	1882
2024 Q4	$27.9K	Sell	840 -3,774	-82%	-$131K	﹤0.01%	1930
2024 Q3	$153K	Hold	4,614	–	–	﹤0.01%	1313
2024 Q2	$124K	Hold	4,614	–	–	﹤0.01%	1316
2024 Q1	$127K	Buy	+4,614	New	+$128K	﹤0.01%	1299
2018 Q3	–	Sell	-1,606	Closed	-$52K	–	1658
2018 Q2	$52K	Buy	1,606 +1	+0.1%	+$31	﹤0.01%	1158
2018 Q1	$46K	Buy	1,605 +1	+0.1%	+$30	﹤0.01%	1181
2017 Q4	$49K	Buy	+1,604	New	+$53.5K	﹤0.01%	1195

Other funds holding TOWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CIBC Private Wealth Group's TOWN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Towne Bank (TOWN) stake by 2.6% in Q4 2025, buying an estimated $774 and bringing the position to 900 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

CIBC Private Wealth Group first reported a position in TOWN in Q4 2017 and has held it in 11 quarters since. The position peaked at $153K in Q3 2024. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

CIBC Private Wealth Group held 900 shares of Towne Bank worth $30K as of Q4 2025.
CIBC Private Wealth Group bought 23 Towne Bank shares in Q4 2025, an estimated $774.
Towne Bank made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2006 holding.
CIBC Private Wealth Group first reported a position in Towne Bank in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Towne Bank position peaked at $153K in Q3 2024.
262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.