Signature Estate & Investment Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Hold |
6,727
| – | – | ﹤0.01% | 600 |
|
|
2026
Q1 | $226K | Hold |
6,727
| – | – | ﹤0.01% | 600 |
|
|
2025
Q4 | $224K | Hold |
6,727
| – | – | ﹤0.01% | 564 |
|
|
2025
Q3 | $233K | Hold |
6,727
| – | – | 0.01% | 549 |
|
|
2025
Q2 | $230K | Hold |
6,727
| – | – | 0.01% | 525 |
|
|
2025
Q1 | $230K | Hold |
6,727
| – | – | 0.01% | 499 |
|
|
2024
Q4 | $229K | Hold |
6,727
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $222K | Buy |
+6,727
| New | +$216K | 0.01% | 479 |
|
|
2024
Q1 | – | Sell |
-6,727
| Closed | -$200K | – | 197 |
|
|
2023
Q4 | $200K | Buy |
+6,727
| New | +$174K | 0.01% | 177 |
|
|
2023
Q1 | – | Sell |
-6,727
| Closed | -$207K | – | 190 |
|
|
2022
Q4 | $207K | Buy |
+6,727
| New | +$209K | 0.01% | 176 |
|
|
2022
Q2 | – | Sell |
-8,097
| Closed | -$242K | – | 183 |
|
|
2022
Q1 | $242K | Hold |
8,097
| – | – | 0.01% | 149 |
|
|
2021
Q4 | $256K | Hold |
8,097
| – | – | 0.01% | 149 |
|
|
2021
Q3 | $252K | Hold |
8,097
| – | – | 0.01% | 146 |
|
|
2021
Q2 | $246K | Hold |
8,097
| – | – | 0.01% | 146 |
|
|
2021
Q1 | $246K | Buy |
+8,097
| New | +$225K | 0.01% | 148 |
|
|
2020
Q1 | – | Sell |
-8,097
| Closed | -$225K | – | 160 |
|
|
2019
Q4 | $225K | Hold |
8,097
| – | – | 0.01% | 151 |
|
|
2019
Q3 | $225K | Hold |
8,097
| – | – | 0.01% | 143 |
|
|
2019
Q2 | $221K | Hold |
8,097
| – | – | 0.01% | 142 |
|
|
2019
Q1 | $200K | Hold |
8,097
| – | – | 0.01% | 152 |
|
|
2018
Q4 | $194K | Hold |
8,097
| – | – | 0.02% | 145 |
|
|
2018
Q3 | $250K | Hold |
8,097
| – | – | 0.02% | 114 |
|
|
2018
Q2 | $260K | Hold |
8,097
| – | – | 0.02% | 124 |
|
|
2018
Q1 | $232K | Hold |
8,097
| – | – | 0.02% | 127 |
|
|
2017
Q4 | $249K | Hold |
8,097
| – | – | 0.03% | 131 |
|
|
2017
Q3 | $271K | Hold |
8,097
| – | – | 0.03% | 120 |
|
|
2017
Q2 | $249K | Hold |
8,097
| – | – | 0.03% | 116 |
|
|
2017
Q1 | $262K | Hold |
8,097
| – | – | 0.03% | 129 |
|
|
2016
Q4 | $269K | Hold |
8,097
| – | – | 0.04% | 114 |
|
|
2016
Q3 | $195K | Hold |
8,097
| – | – | 0.03% | 122 |
|
|
2016
Q2 | $175K | Hold |
8,097
| – | – | 0.03% | 126 |
|
|
2016
Q1 | $155K | Hold |
8,097
| – | – | 0.03% | 105 |
|
|
2015
Q4 | $169K | Sell |
8,097
-220
| -3% | -$4.65K | 0.03% | 105 |
|
|
2015
Q3 | $157K | Hold |
8,317
| – | – | 0.03% | 93 |
|
|
2015
Q2 | $135K | Hold |
8,317
| – | – | 0.03% | 81 |
|
|
2015
Q1 | $134K | Hold |
8,317
| – | – | 0.04% | 78 |
|
|
2014
Q4 | $126K | Hold |
8,317
| – | – | 0.04% | 74 |
|
|
2014
Q3 | $113K | Buy |
+8,317
| New | +$123K | 0.04% | 68 |
|
Other funds holding TOWN
ECA
OPTFSNA
CA
MW
DC
Signature Estate & Investment Advisors's TOWN Position: Q2 2026 in Review
Signature Estate & Investment Advisors held its Towne Bank (TOWN) position steady in Q2 2026 at 6,727 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #600.
Signature Estate & Investment Advisors first reported a position in TOWN in Q3 2014 and has held it in 37 quarters since. The position peaked at $271K in Q3 2017. 125 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.
- Signature Estate & Investment Advisors held 6,727 shares of Towne Bank worth $244K as of Q2 2026.
- Signature Estate & Investment Advisors left its Towne Bank share count unchanged in Q2 2026.
- Towne Bank made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #600 holding.
- Signature Estate & Investment Advisors first reported a position in Towne Bank in Q3 2014 and has held it in 37 quarters since.
- Signature Estate & Investment Advisors's Towne Bank position peaked at $271K in Q3 2017.
- 125 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.