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Rothschild Investment LLC’s Towne Bank TOWN Stock Holding History

Rothschild Investment LLC’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 		$10.4K Buy
288
+140
+95% +$4.89K ﹤0.01% 1853
2026
Q1 		$4.98K Buy
148
+87
+143% +$3.02K ﹤0.01% 2051
2025
Q4 		$2.04K Buy
61
+11
+22% +$370 ﹤0.01% 2363
2025
Q3 		$1.73K Sell
50
-15
-23% -$537 ﹤0.01% 2320
2025
Q2 		$2.22K Sell
65
-70
-52% -$2.33K ﹤0.01% 2001
2025
Q1 		$4.62K Buy
135
+75
+125% +$2.64K ﹤0.01% 1475
2024
Q4 		$2.04K Hold
60
– – ﹤0.01% 1788
2024
Q3 		$1.98K Buy
60
+30
+100% +$964 ﹤0.01% 1733
2024
Q2 		$818 Buy
30
+25
+500% +$673 ﹤0.01% 1767
2024
Q1 		$140 Buy
+5
New +$139 ﹤0.01% 1964

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

Rothschild Investment LLC's TOWN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Towne Bank (TOWN) stake by 95% in Q2 2026, buying an estimated $4.89K and bringing the position to 288 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Rothschild Investment LLC first reported a position in TOWN in Q1 2024 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Rothschild Investment LLC held 288 shares of Towne Bank worth $10.4K as of Q2 2026.
  • Rothschild Investment LLC bought 140 Towne Bank shares in Q2 2026, an estimated $4.89K.
  • Towne Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1853 holding.
  • Rothschild Investment LLC first reported a position in Towne Bank in Q1 2024 and has held it in 10 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.