Ray Dalio
TOWN icon

Ray Dalio’s Towne Bank TOWN Stock Holding History

Ray Dalio’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 		$7.66M Buy
227,497
+71,495
+46% +$2.48M 0.03% 318
2025
Q4 		$5.21M Buy
156,002
+66,943
+75% +$2.25M 0.02% 517
2025
Q3 		$3.08M Buy
+89,059
New +$3.19M 0.01% 616

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Ray Dalio's TOWN Position: Q1 2026 in Review

Ray Dalio increased its Towne Bank (TOWN) stake by 46% in Q1 2026, buying an estimated $2.48M and bringing the position to 227,497 shares worth $7.66M. The position accounts for 0.03% of the portfolio, ranked #318.

Ray Dalio first reported a position in TOWN in Q3 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Ray Dalio held 227,497 shares of Towne Bank worth $7.66M as of Q1 2026.
  • Ray Dalio bought 71,495 Towne Bank shares in Q1 2026, an estimated $2.48M.
  • Towne Bank made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #318 holding.
  • Ray Dalio first reported a position in Towne Bank in Q3 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.