Rossby Financial’s Towne Bank TOWN Stock Holding History

Rossby 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 Q2	$3.04K	Buy	84 +3	+4%	+$105	﹤0.01%	1612
2026 Q1	$2.75K	Buy	+81	New	+$2.81K	﹤0.01%	1717

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Rossby Financial's TOWN Position: Q2 2026 in Review

Rossby Financial increased its Towne Bank (TOWN) stake by 3.7% in Q2 2026, buying an estimated $105 and bringing the position to 84 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Rossby Financial first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Rossby Financial held 84 shares of Towne Bank worth $3.04K as of Q2 2026.
Rossby Financial bought 3 Towne Bank shares in Q2 2026, an estimated $105.
Towne Bank made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1612 holding.
Rossby Financial first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.