Simplex Trading
TOWN icon

Simplex Trading’s Towne Bank TOWN Stock Holding History

Simplex Trading’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 		– Sell
-17
Closed -$567 – 10173
2025
Q4 		$567 Sell
17
-13
-43% -$438 ﹤0.01% 8140
2025
Q3 		$1K Buy
+30
New +$1.07K ﹤0.01% 8890
2023
Q4 		– Sell
-16
Closed -$415 – 9838
2023
Q3 		$0 Sell
16
-235
-94% -$5.66K ﹤0.01% 9840
2023
Q2 		$5K Buy
+251
New +$6.03K ﹤0.01% 7963
2022
Q2 		– Sell
-93
Closed -$2.65K – 11115
2022
Q1 		$2K Buy
93
+14
+18% +$441 ﹤0.01% 9941
2021
Q4 		$2K Buy
+79
New +$2.52K ﹤0.01% 10066
2021
Q1 		– Sell
-1,417
Closed -$39.4K – 10040
2020
Q4 		$33K Buy
+1,417
New +$29.3K ﹤0.01% 6597
2020
Q1 		– Sell
-1,463
Closed -$36K – 8286
2019
Q4 		$40K Buy
1,463
+213
+17% +$5.97K ﹤0.01% 5408
2019
Q3 		$34K Buy
+1,250
New +$34K ﹤0.01% 5383
2019
Q2 		– Sell
-510
Closed -$13.5K – 7794
2019
Q1 		$12K Sell
510
-491
-49% -$12.9K ﹤0.01% 6062
2018
Q4 		$23K Sell
1,001
-9,369
-90% -$257K ﹤0.01% 5225
2018
Q3 		$319K Buy
+10,370
New +$335K ﹤0.01% 3098
2017
Q1 		– Sell
-435
Closed -$14.1K – 6787
2016
Q4 		$14K Buy
+435
New +$12.5K ﹤0.01% 3411
2016
Q3 		– Sell
-565
Closed -$13.1K – 6454
2016
Q2 		$12K Buy
+565
New +$11.8K ﹤0.01% 3444

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Simplex Trading's TOWN Position: Q1 2026 in Review

Simplex Trading sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 17 shares — an estimated $567 sold.

Simplex Trading first reported a position in TOWN in Q2 2016 and held it in 14 quarters. The position peaked at $319K in Q3 2018. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Simplex Trading reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 17 Towne Bank shares in Q1 2026, an estimated $567.
  • Simplex Trading first reported a position in Towne Bank in Q2 2016 and held it in 14 quarters.
  • Simplex Trading's Towne Bank position peaked at $319K in Q3 2018.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.