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Clearstead Advisors’s Towne Bank TOWN Stock Holding History

Clearstead Advisors’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 		$5.54M Sell
152,743
-4,066
-3% -$142K 0.05% 233
2026
Q1 		$5.28M Buy
156,809
+341
+0.2% +$11.8K 0.05% 228
2025
Q4 		$5.22M Sell
156,468
-919
-0.6% -$30.9K 0.07% 200
2025
Q3 		$5.44M Sell
157,387
-3,863
-2% -$138K 0.07% 193
2025
Q2 		$5.51M Buy
161,250
+151
+0.1% +$5.04K 0.08% 185
2025
Q1 		$5.51M Buy
161,099
+1,281
+0.8% +$45.1K 0.09% 170
2024
Q4 		$5.44M Sell
159,818
-212
-0.1% -$7.37K 0.08% 174
2024
Q3 		$5.29M Sell
160,030
-14,054
-8% -$452K 0.08% 177
2024
Q2 		$4.75M Buy
+174,084
New +$4.68M 0.08% 181

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 $3.37T AUM 44.26% 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

Clearstead Advisors's TOWN Position: Q2 2026 in Review

Clearstead Advisors reduced its Towne Bank (TOWN) stake by 2.6% in Q2 2026, selling an estimated $142K and leaving 152,743 shares worth $5.54M. The position accounts for 0.05% of the portfolio, ranked #233.

Clearstead Advisors first reported a position in TOWN in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Clearstead Advisors held 152,743 shares of Towne Bank worth $5.54M as of Q2 2026.
  • Clearstead Advisors sold 4,066 Towne Bank shares in Q2 2026, an estimated $142K.
  • Towne Bank made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #233 holding.
  • Clearstead Advisors first reported a position in Towne Bank in Q2 2024 and has held it in 9 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.