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Smartleaf Asset Management’s Towne Bank TOWN Stock Holding History

Smartleaf Asset Management’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 		$19.9K Hold
549
– – ﹤0.01% 2014
2026
Q1 		$18.4K Buy
549
+85
+18% +$2.95K ﹤0.01% 2008
2025
Q4 		$15.6K Buy
464
+303
+188% +$10.2K ﹤0.01% 2167
2025
Q3 		$5.59K Buy
161
+79
+96% +$2.83K ﹤0.01% 2338
2025
Q2 		$2.82K Sell
82
-313
-79% -$10.4K ﹤0.01% 2232
2025
Q1 		$13.6K Buy
395
+79
+25% +$2.78K ﹤0.01% 1793
2024
Q4 		$10.9K Buy
316
+143
+83% +$4.97K ﹤0.01% 1958
2024
Q3 		$5.7K Buy
173
+125
+260% +$4.02K ﹤0.01% 2061
2024
Q2 		$1.29K Buy
+48
New +$1.29K ﹤0.01% 2358

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

Smartleaf Asset Management's TOWN Position: Q2 2026 in Review

Smartleaf Asset Management held its Towne Bank (TOWN) position steady in Q2 2026 at 549 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Smartleaf Asset Management first reported a position in TOWN in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Smartleaf Asset Management held 549 shares of Towne Bank worth $19.9K as of Q2 2026.
  • Smartleaf Asset Management left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2014 holding.
  • Smartleaf Asset Management first reported a position in Towne Bank in Q2 2024 and has held it in 9 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.