F/M Investments’s Towne Bank TOWN Stock Holding History

F/M Investments’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	-86,804	Closed	-$2.9M	–	438
2025 Q4	$2.9M	Buy	86,804 +23,252	+37%	+$783K	0.11%	198
2025 Q3	$2.2M	Buy	+63,552	New	+$2.28M	0.08%	229

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

F/M Investments's TOWN Position: Q1 2026 in Review

F/M Investments sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 86,804 shares — an estimated $2.9M sold.

F/M Investments first reported a position in TOWN in Q3 2025 and held it in 2 quarters. The position peaked at $2.9M in Q4 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

F/M Investments reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 86,804 Towne Bank shares in Q1 2026, an estimated $2.9M.
F/M Investments first reported a position in Towne Bank in Q3 2025 and held it in 2 quarters.
F/M Investments's Towne Bank position peaked at $2.9M in Q4 2025.
287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.