Motley Fool Asset Management’s Towne Bank TOWN Stock Holding History

Motley Fool 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	$946K	Buy	+28,094	New	+$976K	0.04%	162
2017 Q2	–	Sell	-115,068	Closed	-$3.73M	–	70
2017 Q1	$3.73M	Hold	115,068	–	–	0.8%	47
2016 Q4	$3.83M	Sell	115,068 -150,000	-57%	-$4.32M	0.85%	50
2016 Q3	$6.37M	Buy	265,068 +1	+0%	+$23	1.4%	31
2016 Q2	$5.74M	Buy	+265,067	New	+$5.55M	1.25%	37

Other funds holding TOWN

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Motley Fool Asset Management's TOWN Position: Q1 2026 in Review

Motley Fool Asset Management opened a new position in Towne Bank (TOWN) in Q1 2026: 28,094 shares worth $946K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Motley Fool Asset Management previously reported a position in TOWN as recently as Q1 2017.

Motley Fool Asset Management first reported a position in TOWN in Q2 2016 and has held it in 5 quarters since. The position peaked at $6.37M in Q3 2016. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Motley Fool Asset Management held 28,094 shares of Towne Bank worth $946K as of Q1 2026.
Towne Bank was a new Motley Fool Asset Management position in Q1 2026.
Towne Bank made up 0.04% of Motley Fool Asset Management's portfolio in Q1 2026, its #162 holding.
Motley Fool Asset Management first reported a position in Towne Bank in Q2 2016 and has held it in 5 quarters since.
Motley Fool Asset Management's Towne Bank position peaked at $6.37M in Q3 2016.
287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Motley Fool Asset Management's 13F filing for Q1 2026, filed 12 May 2026.