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Jefferies Financial Group’s Towne Bank TOWN Stock Holding History

Jefferies Financial Group’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
-16,926
Closed -$565K – 2199
2025
Q4 		$565K Buy
16,926
+1,201
+8% +$40.4K ﹤0.01% 1298
2025
Q3 		$544K Buy
+15,725
New +$563K ﹤0.01% 1059
2025
Q2 		– Sell
-22,100
Closed -$756K – 1797
2025
Q1 		$756K Buy
+22,100
New +$778K 0.01% 915

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
Brown Advisory
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

Jefferies Financial Group's TOWN Position: Q1 2026 in Review

Jefferies Financial Group sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 16,926 shares — an estimated $565K sold.

Jefferies Financial Group first reported a position in TOWN in Q1 2025 and held it in 3 quarters. The position peaked at $756K in Q1 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Jefferies Financial Group reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 16,926 Towne Bank shares in Q1 2026, an estimated $565K.
  • Jefferies Financial Group first reported a position in Towne Bank in Q1 2025 and held it in 3 quarters.
  • Jefferies Financial Group's Towne Bank position peaked at $756K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.