NCM
TOWN icon

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
Q2 		$598K Sell
16,500
-20,000
-55% -$698K 0.04% 136
2026
Q1 		$1.23M Buy
+36,500
New +$1.27M 0.1% 104

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

Novare Capital Management's TOWN Position: Q2 2026 in Review

Novare Capital Management reduced its Towne Bank (TOWN) stake by 55% in Q2 2026, selling an estimated $698K and leaving 16,500 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #136.

Novare Capital Management first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.23M in Q1 2026. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Novare Capital Management held 16,500 shares of Towne Bank worth $598K as of Q2 2026.
  • Novare Capital Management sold 20,000 Towne Bank shares in Q2 2026, an estimated $698K.
  • Towne Bank made up 0.04% of Novare Capital Management's portfolio in Q2 2026, its #136 holding.
  • Novare Capital Management first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
  • Novare Capital Management's Towne Bank position peaked at $1.23M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.