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CIBC World Markets’s Towne Bank TOWN Stock Holding History

CIBC World Markets’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
Q2 		$298K Sell
8,714
-6,883
-44% -$230K ﹤0.01% 1102
2025
Q1 		$533K Buy
15,597
+9,019
+137% +$318K ﹤0.01% 979
2024
Q4 		$224K Buy
+6,578
New +$229K ﹤0.01% 1071

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC World Markets's TOWN Position: Q2 2025 in Review

CIBC World Markets reduced its Towne Bank (TOWN) stake by 44% in Q2 2025, selling an estimated $230K and leaving 8,714 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

CIBC World Markets first reported a position in TOWN in Q4 2024 and has held it in 3 quarters since. The position peaked at $533K in Q1 2025. 242 funds tracked by Wall St. Rank hold TOWN as of Q2 2025.

  • CIBC World Markets held 8,714 shares of Towne Bank worth $298K as of Q2 2025.
  • CIBC World Markets sold 6,883 Towne Bank shares in Q2 2025, an estimated $230K.
  • Towne Bank made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1102 holding.
  • CIBC World Markets first reported a position in Towne Bank in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Towne Bank position peaked at $533K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Towne Bank as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.