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TOWN icon

&Partners’s Towne Bank TOWN Stock Holding History

&Partners’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 		$378K Sell
10,429
-17,499
-63% -$611K ﹤0.01% 1994
2026
Q1 		$940K Buy
27,928
+17,500
+168% +$608K ﹤0.01% 1341
2025
Q4 		$348K Buy
10,428
+319
+3% +$10.7K ﹤0.01% 1827
2025
Q3 		$349K Buy
10,109
+66
+0.7% +$2.37K ﹤0.01% 1664
2025
Q2 		$343K Sell
10,043
-800
-7% -$26.7K ﹤0.01% 1557
2025
Q1 		$374K Hold
10,843
– – ﹤0.01% 1293
2024
Q4 		$365K Hold
10,843
– – ﹤0.01% 1226
2024
Q3 		$358K Buy
+10,843
New +$348K 0.01% 1015

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

&Partners's TOWN Position: Q2 2026 in Review

&Partners reduced its Towne Bank (TOWN) stake by 63% in Q2 2026, selling an estimated $611K and leaving 10,429 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

&Partners first reported a position in TOWN in Q3 2024 and has held it in 8 quarters since. The position peaked at $940K in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • &Partners held 10,429 shares of Towne Bank worth $378K as of Q2 2026.
  • &Partners sold 17,499 Towne Bank shares in Q2 2026, an estimated $611K.
  • Towne Bank made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1994 holding.
  • &Partners first reported a position in Towne Bank in Q3 2024 and has held it in 8 quarters since.
  • &Partners's Towne Bank position peaked at $940K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.