MFS
TOWN icon

Mirabella Financial Services’s Towne Bank TOWN Stock Holding History

Mirabella Financial Services’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 		– Sell
-6,666
Closed -$224K – 1142
2026
Q1 		$224K Sell
6,666
-20,479
-75% -$711K 0.02% 707
2025
Q4 		$906K Buy
+27,145
New +$914K 0.08% 119
2021
Q2 		– Sell
-9,700
Closed -$295K – 409
2021
Q1 		$295K Buy
+9,700
New +$269K 0.09% 172

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

Mirabella Financial Services's TOWN Position: Q2 2026 in Review

Mirabella Financial Services sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 6,666 shares — an estimated $224K sold.

Mirabella Financial Services first reported a position in TOWN in Q1 2021 and held it in 3 quarters. The position peaked at $906K in Q4 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Mirabella Financial Services reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 6,666 Towne Bank shares in Q2 2026, an estimated $224K.
  • Mirabella Financial Services first reported a position in Towne Bank in Q1 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Towne Bank position peaked at $906K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.