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Root Financial Partners’s Towne Bank TOWN Stock Holding History

Root Financial 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 		– Sell
-383
Closed -$12.9K – 2946
2026
Q1 		$12.9K Buy
383
+128
+50% +$4.45K ﹤0.01% 1562
2025
Q4 		$8.51K Buy
255
+9
+4% +$303 ﹤0.01% 1570
2025
Q3 		$8.5K Buy
+246
New +$8.81K ﹤0.01% 1516

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

Root Financial Partners's TOWN Position: Q2 2026 in Review

Root Financial Partners sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 383 shares — an estimated $12.9K sold.

Root Financial Partners first reported a position in TOWN in Q3 2025 and held it in 3 quarters. The position peaked at $12.9K in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Root Financial Partners reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 383 Towne Bank shares in Q2 2026, an estimated $12.9K.
  • Root Financial Partners first reported a position in Towne Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Towne Bank position peaked at $12.9K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.