Jacobs Levy Equity Management
TOWN icon

Jacobs Levy Equity Management’s Towne Bank TOWN Stock Holding History

Jacobs Levy Equity Management’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
2025
Q4 		– Sell
-117,905
Closed -$4.08M – 1059
2025
Q3 		$4.08M Sell
117,905
-5,825
-5% -$209K 0.02% 459
2025
Q2 		$4.23M Sell
123,730
-575
-0.5% -$19.2K 0.02% 474
2025
Q1 		$4.25M Sell
124,305
-42,808
-26% -$1.51M 0.02% 496
2024
Q4 		$5.69M Buy
167,113
+1,326
+0.8% +$46.1K 0.02% 408
2024
Q3 		$5.48M Sell
165,787
-43,754
-21% -$1.41M 0.02% 428
2024
Q2 		$5.71M Buy
209,541
+34,665
+20% +$933K 0.02% 431
2024
Q1 		$4.91M Buy
+174,876
New +$4.86M 0.02% 431
2023
Q2 		– Sell
-9,912
Closed -$264K – 1081
2023
Q1 		$264K Sell
9,912
-3,785
-28% -$112K ﹤0.01% 881
2022
Q4 		$422K Sell
13,697
-92,497
-87% -$2.87M ﹤0.01% 815
2022
Q3 		$2.85M Sell
106,194
-56,350
-35% -$1.62M 0.02% 492
2022
Q2 		$4.41M Buy
162,544
+149,683
+1,164% +$4.27M 0.03% 439
2022
Q1 		$385K Buy
+12,861
New +$405K ﹤0.01% 894

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Jacobs Levy Equity Management's TOWN Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 117,905 shares — an estimated $4.08M sold.

Jacobs Levy Equity Management first reported a position in TOWN in Q1 2022 and held it in 12 quarters. The position peaked at $5.71M in Q2 2024. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 117,905 Towne Bank shares in Q4 2025, an estimated $4.08M.
  • Jacobs Levy Equity Management first reported a position in Towne Bank in Q1 2022 and held it in 12 quarters.
  • Jacobs Levy Equity Management's Towne Bank position peaked at $5.71M in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.