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LRI Investments’s Towne Bank TOWN Stock Holding History

LRI Investments’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 		$145 Sell
4
-107
-96% -$3.74K ﹤0.01% 1803
2026
Q1 		$3.74K Hold
111
– – ﹤0.01% 1161
2025
Q4 		$3.7K Buy
111
+33
+42% +$1.11K ﹤0.01% 1098
2025
Q3 		$2.71K Buy
+78
New +$2.79K ﹤0.01% 1162

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

LRI Investments's TOWN Position: Q2 2026 in Review

LRI Investments reduced its Towne Bank (TOWN) stake by 96% in Q2 2026, selling an estimated $3.74K and leaving 4 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

LRI Investments first reported a position in TOWN in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.74K in Q1 2026. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • LRI Investments held 4 shares of Towne Bank worth $145 as of Q2 2026.
  • LRI Investments sold 107 Towne Bank shares in Q2 2026, an estimated $3.74K.
  • Towne Bank made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1803 holding.
  • LRI Investments first reported a position in Towne Bank in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's Towne Bank position peaked at $3.74K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.