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Edgestream Partners’s Towne Bank TOWN Stock Holding History

Edgestream Partners’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 		– Sell
-27,231
Closed -$917K – 1133
2026
Q1 		$917K Buy
27,231
+3,092
+13% +$107K 0.03% 649
2025
Q4 		$806K Sell
24,139
-130,988
-84% -$4.41M 0.02% 732
2025
Q3 		$5.36M Sell
155,127
-28,778
-16% -$1.03M 0.16% 227
2025
Q2 		$6.29M Buy
183,905
+90,241
+96% +$3.01M 0.17% 228
2025
Q1 		$3.2M Buy
+93,664
New +$3.3M 0.11% 357
2024
Q3 		– Sell
-47,995
Closed -$1.31M – 1083
2024
Q2 		$1.31M Buy
47,995
+33,195
+224% +$893K 0.06% 454
2024
Q1 		$415K Buy
+14,800
New +$411K 0.02% 676

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

Edgestream Partners's TOWN Position: Q2 2026 in Review

Edgestream Partners sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 27,231 shares — an estimated $917K sold.

Edgestream Partners first reported a position in TOWN in Q1 2024 and held it in 7 quarters. The position peaked at $6.29M in Q2 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Edgestream Partners reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 27,231 Towne Bank shares in Q2 2026, an estimated $917K.
  • Edgestream Partners first reported a position in Towne Bank in Q1 2024 and held it in 7 quarters.
  • Edgestream Partners's Towne Bank position peaked at $6.29M in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.