Morgan Stanley
TOWN icon

Morgan Stanley’s Towne Bank TOWN Stock Holding History

Morgan Stanley’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 		$8.52M Sell
253,159
-108,211
-30% -$3.76M ﹤0.01% 3699
2025
Q4 		$12.1M Buy
361,370
+80,740
+29% +$2.72M ﹤0.01% 3441
2025
Q3 		$9.7M Sell
280,630
-48,913
-15% -$1.75M ﹤0.01% 3584
2025
Q2 		$11.3M Buy
329,543
+73,261
+29% +$2.44M ﹤0.01% 3325
2025
Q1 		$8.76M Sell
256,282
-61,905
-19% -$2.18M ﹤0.01% 3459
2024
Q4 		$10.8M Sell
318,187
-18,096
-5% -$629K ﹤0.01% 3334
2024
Q3 		$11.1M Buy
336,283
+56,180
+20% +$1.81M ﹤0.01% 3346
2024
Q2 		$7.64M Sell
280,103
-13,083
-4% -$352K ﹤0.01% 3537
2024
Q1 		$8.23M Sell
293,186
-393,894
-57% -$10.9M ﹤0.01% 3501
2023
Q4 		$20.4M Buy
687,080
+482,177
+235% +$12.5M ﹤0.01% 3328
2023
Q3 		$4.7M Buy
204,903
+3,030
+2% +$73K ﹤0.01% 3797
2023
Q2 		$4.69M Sell
201,873
-29,002
-13% -$697K ﹤0.01% 3822
2023
Q1 		$6.15M Buy
230,875
+4,557
+2% +$135K ﹤0.01% 3607
2022
Q4 		$6.98M Buy
226,318
+45,108
+25% +$1.4M ﹤0.01% 3437
2022
Q3 		$4.86M Sell
181,210
-34,608
-16% -$993K ﹤0.01% 3724
2022
Q2 		$5.86M Buy
215,818
+104,581
+94% +$2.98M ﹤0.01% 3617
2022
Q1 		$3.33M Sell
111,237
-7,595
-6% -$239K ﹤0.01% 4096
2021
Q4 		$3.75M Sell
118,832
-23,894
-17% -$761K ﹤0.01% 4019
2021
Q3 		$4.44M Buy
142,726
+28,338
+25% +$852K ﹤0.01% 3856
2021
Q2 		$3.48M Buy
114,388
+35,576
+45% +$1.12M ﹤0.01% 4153
2021
Q1 		$2.4M Sell
78,812
-62,512
-44% -$1.74M ﹤0.01% 4125
2020
Q4 		$3.32M Sell
141,324
-35,015
-20% -$724K ﹤0.01% 3707
2020
Q3 		$2.89M Sell
176,339
-3,634
-2% -$64.6K ﹤0.01% 3297
2020
Q2 		$3.39M Buy
179,973
+48,458
+37% +$899K ﹤0.01% 3068
2020
Q1 		$2.38M Sell
131,515
-61,402
-32% -$1.51M ﹤0.01% 3212
2019
Q4 		$5.37M Buy
192,917
+95,790
+99% +$2.68M ﹤0.01% 3135
2019
Q3 		$2.7M Buy
97,127
+22,832
+31% +$621K ﹤0.01% 3521
2019
Q2 		$2.03M Sell
74,295
-30,428
-29% -$803K ﹤0.01% 3755
2019
Q1 		$2.59M Sell
104,723
-92,822
-47% -$2.44M ﹤0.01% 3368
2018
Q4 		$4.73M Buy
197,545
+24,941
+14% +$685K ﹤0.01% 2977
2018
Q3 		$5.33M Sell
172,604
-33,200
-16% -$1.07M ﹤0.01% 3126
2018
Q2 		$6.61M Sell
205,804
-58,308
-22% -$1.81M ﹤0.01% 2835
2018
Q1 		$7.55M Buy
264,112
+70,355
+36% +$2.11M ﹤0.01% 2621
2017
Q4 		$5.96M Buy
193,757
+60,492
+45% +$2.02M ﹤0.01% 2917
2017
Q3 		$4.46M Sell
133,265
-13,433
-9% -$418K ﹤0.01% 3079
2017
Q2 		$4.52M Sell
146,698
-14,186
-9% -$439K ﹤0.01% 2960
2017
Q1 		$5.21M Sell
160,884
-73,875
-31% -$2.4M ﹤0.01% 2825
2016
Q4 		$7.8M Buy
234,759
+147,183
+168% +$4.24M ﹤0.01% 2524
2016
Q3 		$2.1M Sell
87,576
-45,543
-34% -$1.06M ﹤0.01% 3463
2016
Q2 		$2.88M Sell
133,119
-14,969
-10% -$314K ﹤0.01% 3121
2016
Q1 		$2.84M Buy
148,088
+2,500
+2% +$46.2K ﹤0.01% 3049
2015
Q4 		$3.04M Buy
145,588
+16,746
+13% +$354K ﹤0.01% 3131
2015
Q3 		$2.43M Buy
128,842
+55,064
+75% +$986K ﹤0.01% 3335
2015
Q2 		$1.2M Sell
73,778
-1,384
-2% -$22.5K ﹤0.01% 4060
2015
Q1 		$1.21M Buy
75,162
+26,309
+54% +$407K ﹤0.01% 3986
2014
Q4 		$738K Sell
48,853
-6,310
-11% -$93K ﹤0.01% 4382
2014
Q3 		$749K Buy
55,163
+10,385
+23% +$154K ﹤0.01% 4287
2014
Q2 		$704K Sell
44,778
-2,504
-5% -$38.9K ﹤0.01% 4331
2014
Q1 		$734K Sell
47,282
-3,750
-7% -$57K ﹤0.01% 4260
2013
Q4 		$785K Sell
51,032
-7,838
-13% -$117K ﹤0.01% 4115
2013
Q3 		$849K Buy
58,870
+5,655
+11% +$86.3K ﹤0.01% 3938
2013
Q2 		$783K Buy
+53,215
New +$774K ﹤0.01% 3919

Other funds holding TOWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Morgan Stanley's TOWN Position: Q1 2026 in Review

Morgan Stanley reduced its Towne Bank (TOWN) stake by 30% in Q1 2026, selling an estimated $3.76M and leaving 253,159 shares worth $8.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

Morgan Stanley first reported a position in TOWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q4 2023. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Morgan Stanley held 253,159 shares of Towne Bank worth $8.52M as of Q1 2026.
  • Morgan Stanley sold 108,211 Towne Bank shares in Q1 2026, an estimated $3.76M.
  • Towne Bank made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3699 holding.
  • Morgan Stanley first reported a position in Towne Bank in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Towne Bank position peaked at $20.4M in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.