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Concurrent Investment Advisors’s Towne Bank TOWN Stock Holding History

Concurrent Investment 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 		$3.07M Sell
84,612
-3,060
-3% -$107K 0.03% 581
2026
Q1 		$2.95M Buy
87,672
+70,378
+407% +$2.44M 0.03% 493
2025
Q4 		$577K Hold
17,294
– – 0.01% 1083
2025
Q3 		$598K Buy
17,294
+44
+0.3% +$1.58K 0.01% 839
2025
Q2 		$590K Hold
17,250
– – 0.01% 789
2025
Q1 		$590K Buy
+17,250
New +$607K 0.01% 700

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

Concurrent Investment Advisors's TOWN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Towne Bank (TOWN) stake by 3.5% in Q2 2026, selling an estimated $107K and leaving 84,612 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #581.

Concurrent Investment Advisors first reported a position in TOWN in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Concurrent Investment Advisors held 84,612 shares of Towne Bank worth $3.07M as of Q2 2026.
  • Concurrent Investment Advisors sold 3,060 Towne Bank shares in Q2 2026, an estimated $107K.
  • Towne Bank made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #581 holding.
  • Concurrent Investment Advisors first reported a position in Towne Bank in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.