DGS Capital Management’s Towne Bank TOWN Stock Holding History

DGS Capital Management’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 Q1	–	Sell	-7,087	Closed	-$236K	–	701
2025 Q4	$236K	Buy	+7,087	New	+$239K	0.04%	400

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

DGS Capital Management's TOWN Position: Q1 2026 in Review

DGS Capital Management sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 7,087 shares — an estimated $236K sold.

DGS Capital Management first reported a position in TOWN in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

DGS Capital Management reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
DGS Capital Management sold 7,087 Towne Bank shares in Q1 2026, an estimated $236K.
DGS Capital Management first reported a position in Towne Bank in Q4 2025 and held it in 1 quarter.
DGS Capital Management's Towne Bank position peaked at $236K in Q4 2025.
287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.