O'Brien Greene & Co’s Towne Bank TOWN Stock Holding History

O'Brien Greene & Co’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	$581K	Hold	16,042	–	–	0.16%	85
2026 Q1	$540K	Hold	16,042	–	–	0.15%	89
2025 Q4	$535K	Hold	16,042	–	–	0.16%	86
2025 Q3	$555K	Hold	16,042	–	–	0.17%	77
2025 Q2	$548K	Hold	16,042	–	–	0.18%	74
2025 Q1	$548K	Hold	16,042	–	–	0.18%	71
2024 Q4	$546K	Hold	16,042	–	–	0.18%	77
2024 Q3	$530K	Hold	16,042	–	–	0.17%	85
2024 Q2	$437K	Hold	16,042	–	–	0.14%	90
2024 Q1	$450K	Hold	16,042	–	–	0.15%	92
2023 Q4	$477K	Hold	16,042	–	–	0.17%	84
2023 Q3	$368K	Hold	16,042	–	–	0.13%	92
2023 Q2	$373K	Hold	16,042	–	–	0.13%	95
2023 Q1	$428K	Hold	16,042	–	–	0.16%	89
2022 Q4	$495K	Sell	16,042 -32,084	-67%	-$995K	0.19%	83
2022 Q3	$1.29M	Buy	48,126 +32,084	+200%	+$921K	0.17%	91
2022 Q2	$436K	Hold	16,042	–	–	0.16%	90
2022 Q1	$480K	Hold	16,042	–	–	0.16%	92
2021 Q4	$507K	Hold	16,042	–	–	0.17%	86
2021 Q3	$499K	Hold	16,042	–	–	0.18%	86
2021 Q2	$488K	Hold	16,042	–	–	0.17%	85
2021 Q1	$488K	Hold	16,042	–	–	0.19%	82
2020 Q4	$377K	Hold	16,042	–	–	0.16%	92
2020 Q3	$263K	Buy	+16,042	New	+$285K	0.13%	91

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

O'Brien Greene & Co's TOWN Position: Q2 2026 in Review

O'Brien Greene & Co held its Towne Bank (TOWN) position steady in Q2 2026 at 16,042 shares worth $581K. The position accounts for 0.16% of the portfolio, ranked #85.

O'Brien Greene & Co first reported a position in TOWN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q3 2022. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

O'Brien Greene & Co held 16,042 shares of Towne Bank worth $581K as of Q2 2026.
O'Brien Greene & Co left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.16% of O'Brien Greene & Co's portfolio in Q2 2026, its #85 holding.
O'Brien Greene & Co first reported a position in Towne Bank in Q3 2020 and has held it in 24 quarters since.
O'Brien Greene & Co's Towne Bank position peaked at $1.29M in Q3 2022.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.