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Essential Partners’s Towne Bank TOWN Stock Holding History

Essential 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 		$3.01K Buy
83
+50
+152% +$1.75K ﹤0.01% 1792
2026
Q1 		$1.11K Sell
33
-26
-44% -$903 ﹤0.01% 2208
2025
Q4 		$1.97K Sell
59
-93
-61% -$3.13K ﹤0.01% 1805
2025
Q3 		$5.25K Buy
152
+136
+850% +$4.87K ﹤0.01% 1407
2025
Q2 		$547 Buy
+16
New +$534 ﹤0.01% 1674

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 $3.38T AUM 44.17% 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

Essential Partners's TOWN Position: Q2 2026 in Review

Essential Partners increased its Towne Bank (TOWN) stake by 152% in Q2 2026, buying an estimated $1.75K and bringing the position to 83 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Essential Partners first reported a position in TOWN in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.25K in Q3 2025. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Essential Partners held 83 shares of Towne Bank worth $3.01K as of Q2 2026.
  • Essential Partners bought 50 Towne Bank shares in Q2 2026, an estimated $1.75K.
  • Towne Bank made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1792 holding.
  • Essential Partners first reported a position in Towne Bank in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Towne Bank position peaked at $5.25K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.