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HFM Investment Advisors’s Towne Bank TOWN Stock Holding History

HFM Investment Advisors’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 		$290 Buy
8
+4
+100% +$140 ﹤0.01% 1131
2026
Q1 		$135 Hold
4
– – ﹤0.01% 1080
2025
Q4 		$134 Hold
4
– – ﹤0.01% 1119
2025
Q3 		$138 Hold
4
– – ﹤0.01% 1093
2025
Q2 		$137 Buy
4
+2
+100% +$67 ﹤0.01% 1086
2025
Q1 		$69 Buy
+2
New +$70 ﹤0.01% 967

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

HFM Investment Advisors's TOWN Position: Q2 2026 in Review

HFM Investment Advisors increased its Towne Bank (TOWN) stake by 100% in Q2 2026, buying an estimated $140 and bringing the position to 8 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

HFM Investment Advisors first reported a position in TOWN in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Towne Bank worth $290 as of Q2 2026.
  • HFM Investment Advisors bought 4 Towne Bank shares in Q2 2026, an estimated $140.
  • Towne Bank made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1131 holding.
  • HFM Investment Advisors first reported a position in Towne Bank in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.