Marshall Wace’s Towne Bank TOWN Stock Holding History

Marshall Wace’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	$5.36M	Sell	147,798 -307,785	-68%	-$10.7M	﹤0.01%	1338
2026 Q1	$15.3M	Buy	455,583 +257,499	+130%	+$8.94M	0.02%	793
2025 Q4	$6.61M	Buy	198,084 +2,801	+1%	+$94.3K	0.01%	1030
2025 Q3	$6.75M	Buy	195,283 +127,524	+188%	+$4.57M	0.01%	1076
2025 Q2	$2.32M	Buy	+67,759	New	+$2.26M	﹤0.01%	1491
2020 Q4	–	Sell	-22,657	Closed	-$372K	–	2179
2020 Q3	$372K	Buy	+22,657	New	+$403K	﹤0.01%	1312
2018 Q2	–	Sell	-22,000	Closed	-$629K	–	837
2018 Q1	$629K	Buy	+22,000	New	+$661K	0.03%	317

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Marshall Wace's TOWN Position: Q2 2026 in Review

Marshall Wace reduced its Towne Bank (TOWN) stake by 68% in Q2 2026, selling an estimated $10.7M and leaving 147,798 shares worth $5.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Marshall Wace first reported a position in TOWN in Q1 2018 and has held it in 7 quarters since. The position peaked at $15.3M in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Marshall Wace held 147,798 shares of Towne Bank worth $5.36M as of Q2 2026.
Marshall Wace sold 307,785 Towne Bank shares in Q2 2026, an estimated $10.7M.
Towne Bank made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1338 holding.
Marshall Wace first reported a position in Towne Bank in Q1 2018 and has held it in 7 quarters since.
Marshall Wace's Towne Bank position peaked at $15.3M in Q1 2026.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.