Parallel Advisors’s Towne Bank TOWN Stock Holding History

Parallel Advisors’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	$14.3K	Hold	424	–	–	﹤0.01%	2614
2025 Q4	$14.1K	Hold	424	–	–	﹤0.01%	2469
2025 Q3	$14.7K	Hold	424	–	–	﹤0.01%	2394
2025 Q2	$14.5K	Sell	424 -15	-3%	-$500	﹤0.01%	2338
2025 Q1	$15K	Buy	439 +5	+1%	+$176	﹤0.01%	2272
2024 Q4	$14.8K	Sell	434 -32	-7%	-$1.11K	﹤0.01%	2267
2024 Q3	$15.4K	Buy	466 +56	+14%	+$1.8K	﹤0.01%	2221
2024 Q2	$11.2K	Sell	410 -23	-5%	-$619	﹤0.01%	2267
2024 Q1	$12.2K	Buy	433 +9	+2%	+$250	﹤0.01%	2219
2023 Q4	$12.6K	Buy	+424	New	+$11K	﹤0.01%	2197
2023 Q2	–	Sell	-23	Closed	-$613	–	3521
2023 Q1	$613	Buy	+23	New	+$679	﹤0.01%	3059
2022 Q3	–	Sell	-109	Closed	-$3.13K	–	3493
2022 Q2	$3K	Sell	109 -313	-74%	-$8.93K	﹤0.01%	2492
2022 Q1	$13K	Buy	422 +138	+49%	+$4.35K	﹤0.01%	1909
2021 Q4	$9K	Buy	284 +98	+53%	+$3.12K	﹤0.01%	2171
2021 Q3	$6K	Sell	186 -54	-23%	-$1.62K	﹤0.01%	2304
2021 Q2	$7K	Buy	+240	New	+$7.53K	﹤0.01%	2184

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

Parallel Advisors's TOWN Position: Q1 2026 in Review

Parallel Advisors held its Towne Bank (TOWN) position steady in Q1 2026 at 424 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Parallel Advisors first reported a position in TOWN in Q2 2021 and has held it in 16 quarters since. The position peaked at $15.4K in Q3 2024. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Parallel Advisors held 424 shares of Towne Bank worth $14.3K as of Q1 2026.
Parallel Advisors left its Towne Bank share count unchanged in Q1 2026.
Towne Bank made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2614 holding.
Parallel Advisors first reported a position in Towne Bank in Q2 2021 and has held it in 16 quarters since.
Parallel Advisors's Towne Bank position peaked at $15.4K in Q3 2024.
286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.