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Novare Capital Management’s Towne Bank TOWN Stock Holding History

Novare Capital 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 		$1.23M Buy
+36,500
New +$1.27M 0.1% 104

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

Novare Capital Management's TOWN Position: Q1 2026 in Review

Novare Capital Management opened a new position in Towne Bank (TOWN) in Q1 2026: 36,500 shares worth $1.23M. The stake represents 0.1% of the portfolio and ranks #104 among its holdings.

287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Novare Capital Management held 36,500 shares of Towne Bank worth $1.23M as of Q1 2026.
  • Towne Bank was a new Novare Capital Management position in Q1 2026.
  • Towne Bank made up 0.1% of Novare Capital Management's portfolio in Q1 2026, its #104 holding.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.