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TOWN icon

Covestor’s Towne Bank TOWN Stock Holding History

Covestor’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 		$23K Buy
649
+289
+80% +$10.1K 0.01% 1130
2026
Q1 		$12K Sell
360
-354
-50% -$12.3K 0.01% 1327
2025
Q4 		$24K Buy
714
+710
+17,750% +$23.9K 0.01% 1212
2025
Q3 		$0 Sell
4
-1
-20% -$36 ﹤0.01% 2775
2025
Q2 		$0 Sell
5
-4
-44% -$133 ﹤0.01% 2758
2025
Q1 		$0 Hold
9
– – ﹤0.01% 2731
2024
Q4 		$0 Buy
9
+1
+13% +$35 ﹤0.01% 2743
2024
Q3 		$0 Buy
8
+1
+14% +$32 ﹤0.01% 2770
2024
Q2 		$0 Buy
7
+2
+40% +$54 ﹤0.01% 2761
2024
Q1 		$0 Hold
5
– – ﹤0.01% 2743
2023
Q4 		$0 Sell
5
-1
-17% -$26 ﹤0.01% 2718
2023
Q3 		$0 Hold
6
– – ﹤0.01% 2715
2023
Q2 		$0 Sell
6
-499
-99% -$12K ﹤0.01% 2655
2023
Q1 		$13K Sell
505
-280
-36% -$8.27K 0.01% 1196
2022
Q4 		$24K Buy
785
+775
+7,750% +$24K 0.02% 980
2022
Q3 		$0 Sell
10
-81
-89% -$2.33K ﹤0.01% 2607
2022
Q2 		$2K Sell
91
-13
-13% -$371 ﹤0.01% 1642
2022
Q1 		$3K Buy
104
+70
+206% +$2.2K ﹤0.01% 1629
2021
Q4 		$1K Buy
+34
New +$1.08K ﹤0.01% 1956

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

Covestor's TOWN Position: Q2 2026 in Review

Covestor increased its Towne Bank (TOWN) stake by 80% in Q2 2026, buying an estimated $10.1K and bringing the position to 649 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #1130.

Covestor first reported a position in TOWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $24K in Q4 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Covestor held 649 shares of Towne Bank worth $23K as of Q2 2026.
  • Covestor bought 289 Towne Bank shares in Q2 2026, an estimated $10.1K.
  • Towne Bank made up 0.01% of Covestor's portfolio in Q2 2026, its #1130 holding.
  • Covestor first reported a position in Towne Bank in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Towne Bank position peaked at $24K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.