LSV Asset Management
TOWN icon

LSV Asset Management’s Towne Bank TOWN Stock Holding History

LSV Asset 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
2026
Q1 		– Sell
-2,200
Closed -$73K – 917
2025
Q4 		$73K Hold
2,200
– – ﹤0.01% 850
2025
Q3 		$76K Buy
+2,200
New +$78.8K ﹤0.01% 864
2024
Q3 		– Sell
-137,139
Closed -$3.74M – 881
2024
Q2 		$3.74M Sell
137,139
-189,338
-58% -$5.09M 0.01% 550
2024
Q1 		$9.16M Sell
326,477
-26,846
-8% -$746K 0.02% 452
2023
Q4 		$10.5M Sell
353,323
-63,900
-15% -$1.66M 0.02% 439
2023
Q3 		$9.57M Sell
417,223
-600
-0.1% -$14.4K 0.02% 430
2023
Q2 		$9.71M Sell
417,823
-37,050
-8% -$891K 0.02% 435
2023
Q1 		$12.1M Sell
454,873
-24,250
-5% -$716K 0.03% 391
2022
Q4 		$14.8M Buy
479,123
+243,560
+103% +$7.55M 0.03% 366
2022
Q3 		$6.32M Buy
+235,563
New +$6.76M 0.01% 473
2016
Q4 		– Sell
-71,604
Closed -$1.72M – 1049
2016
Q3 		$1.72M Sell
71,604
-45,780
-39% -$1.06M ﹤0.01% 696
2016
Q2 		$2.54M Buy
117,384
+12,196
+12% +$256K 0.01% 639
2016
Q1 		$2.02M Sell
105,188
-3,800
-3% -$70.3K ﹤0.01% 656
2015
Q4 		$2.27M Sell
108,988
-195,433
-64% -$4.13M ﹤0.01% 630
2015
Q3 		$5.74M Buy
304,421
+8,000
+3% +$143K 0.01% 470
2015
Q2 		$4.83M Buy
296,421
+125,737
+74% +$2.04M 0.01% 495
2015
Q1 		$2.74M Buy
170,684
+94,479
+124% +$1.46M 0.01% 564
2014
Q4 		$1.15M Buy
76,205
+57,932
+317% +$854K ﹤0.01% 680
2014
Q3 		$248K Buy
+18,273
New +$271K ﹤0.01% 807

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

LSV Asset Management's TOWN Position: Q1 2026 in Review

LSV Asset Management sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 2,200 shares — an estimated $73K sold.

LSV Asset Management first reported a position in TOWN in Q3 2014 and held it in 19 quarters. The position peaked at $14.8M in Q4 2022. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • LSV Asset Management reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
  • LSV Asset Management sold 2,200 Towne Bank shares in Q1 2026, an estimated $73K.
  • LSV Asset Management first reported a position in Towne Bank in Q3 2014 and held it in 19 quarters.
  • LSV Asset Management's Towne Bank position peaked at $14.8M in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.