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TOWN icon

Global Retirement Partners’s Towne Bank TOWN Stock Holding History

Global Retirement 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 		$16.6K Buy
+457
New +$16K ﹤0.01% 3161
2025
Q4 		$6.91K Sell
207
-897
-81% -$30.2K ﹤0.01% 3313
2025
Q3 		$38.1K Buy
1,104
+338
+44% +$12.1K ﹤0.01% 2055
2025
Q2 		$26.2K Buy
+766
New +$25.6K ﹤0.01% 2141
2024
Q4 		$3.31K Hold
97
– – ﹤0.01% 2880
2024
Q3 		$3.19K Buy
97
+1
+1% +$32 ﹤0.01% 2759
2024
Q2 		$2.61K Buy
96
+1
+1% +$27 ﹤0.01% 2869
2024
Q1 		$2.66K Hold
95
– – ﹤0.01% 2637
2023
Q4 		$2.67K Buy
95
+2
+2% +$52 ﹤0.01% 2560
2023
Q3 		$2.08K Buy
93
+1
+1% +$24 ﹤0.01% 2527
2023
Q2 		$2.14K Hold
92
– – ﹤0.01% 2529
2023
Q1 		$2.05K Buy
92
+1
+1% +$30 ﹤0.01% 2501
2022
Q4 		$2.8K Hold
91
– – ﹤0.01% 2234
2022
Q3 		$3K Buy
91
+2
+2% +$57 ﹤0.01% 2159
2022
Q2 		$2K Hold
89
– – ﹤0.01% 2280
2022
Q1 		$3K Buy
+89
New +$2.8K ﹤0.01% 2107
2021
Q4 		– Sell
-88
Closed -$3K – 1658
2021
Q3 		$3K Buy
88
+1
+1% +$30 ﹤0.01% 1778
2021
Q2 		$3K Buy
87
+1
+1% +$31 ﹤0.01% 1694
2021
Q1 		$3K Hold
86
– – ﹤0.01% 1607
2020
Q4 		$2K Buy
86
+1
+1% +$21 ﹤0.01% 1633
2020
Q3 		$1K Buy
+85
New +$1.51K ﹤0.01% 1589

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

Global Retirement Partners's TOWN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Towne Bank (TOWN) in Q2 2026: 457 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #3161 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TOWN as recently as Q4 2025.

Global Retirement Partners first reported a position in TOWN in Q3 2020 and has held it in 21 quarters since. The position peaked at $38.1K in Q3 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Global Retirement Partners held 457 shares of Towne Bank worth $16.6K as of Q2 2026.
  • Towne Bank was a new Global Retirement Partners position in Q2 2026.
  • Towne Bank made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3161 holding.
  • Global Retirement Partners first reported a position in Towne Bank in Q3 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's Towne Bank position peaked at $38.1K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.