Raymond James Financial
TOWN icon

Raymond James Financial’s Towne Bank TOWN Stock Holding History

Raymond James Financial’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 		$9.7M Buy
287,955
+43,916
+18% +$1.53M ﹤0.01% 2051
2025
Q4 		$8.14M Sell
244,039
-13,698
-5% -$461K ﹤0.01% 2133
2025
Q3 		$8.91M Sell
257,737
-6,223
-2% -$223K ﹤0.01% 2012
2025
Q2 		$9.02M Sell
263,960
-122,207
-32% -$4.08M ﹤0.01% 1948
2025
Q1 		$13.2M Sell
386,167
-28,470
-7% -$1M 0.01% 1601
2024
Q4 		$14.1M Buy
+414,637
New +$14.4M 0.01% 1578

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 $552B AUM 44.19% 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

Raymond James Financial's TOWN Position: Q1 2026 in Review

Raymond James Financial increased its Towne Bank (TOWN) stake by 18% in Q1 2026, buying an estimated $1.53M and bringing the position to 287,955 shares worth $9.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Raymond James Financial first reported a position in TOWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1M in Q4 2024. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Raymond James Financial held 287,955 shares of Towne Bank worth $9.7M as of Q1 2026.
  • Raymond James Financial bought 43,916 Towne Bank shares in Q1 2026, an estimated $1.53M.
  • Towne Bank made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2051 holding.
  • Raymond James Financial first reported a position in Towne Bank in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Towne Bank position peaked at $14.1M in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.