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TOWN icon

IEQ Capital’s Towne Bank TOWN Stock Holding History

IEQ Capital’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 		$464K Buy
12,795
+796
+7% +$27.8K ﹤0.01% 1430
2026
Q1 		$404K Buy
+11,999
New +$417K ﹤0.01% 1391
2025
Q4 		– Sell
-9,062
Closed -$313K – 2014
2025
Q3 		$313K Buy
+9,062
New +$325K ﹤0.01% 1502
2025
Q2 		– Sell
-6,720
Closed -$230K – 1997
2025
Q1 		$230K Buy
+6,720
New +$237K ﹤0.01% 1309

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

IEQ Capital's TOWN Position: Q2 2026 in Review

IEQ Capital increased its Towne Bank (TOWN) stake by 6.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 12,795 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

IEQ Capital first reported a position in TOWN in Q1 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • IEQ Capital held 12,795 shares of Towne Bank worth $464K as of Q2 2026.
  • IEQ Capital bought 796 Towne Bank shares in Q2 2026, an estimated $27.8K.
  • Towne Bank made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1430 holding.
  • IEQ Capital first reported a position in Towne Bank in Q1 2025 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.