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Steward Partners Investment Advisory’s Towne Bank TOWN Stock Holding History

Steward Partners Investment Advisory’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 		$768K Buy
21,189
+200
+1% +$6.98K ﹤0.01% 1450
2026
Q1 		$707K Buy
20,989
+9
+0% +$313 ﹤0.01% 1340
2025
Q4 		$700K Hold
20,980
– – ﹤0.01% 1247
2025
Q3 		$725K Buy
20,980
+6,075
+41% +$218K ﹤0.01% 1198
2025
Q2 		$509K Sell
14,905
-53,161
-78% -$1.77M ﹤0.01% 1291
2025
Q1 		$2.33M Buy
68,066
+608
+0.9% +$21.4K 0.02% 623
2024
Q4 		$2.3M Buy
67,458
+59,750
+775% +$2.08M 0.02% 590
2024
Q3 		$255K Sell
7,708
-2,146
-22% -$69K ﹤0.01% 1405
2024
Q2 		$269K Hold
9,854
– – ﹤0.01% 1318
2024
Q1 		$277K Buy
9,854
+5,327
+118% +$148K ﹤0.01% 1296
2023
Q4 		$135K Sell
4,527
-3,920
-46% -$102K ﹤0.01% 1541
2023
Q3 		$194K Hold
8,447
– – ﹤0.01% 1300
2023
Q2 		$196K Hold
8,447
– – ﹤0.01% 1298
2023
Q1 		$225K Sell
8,447
-556
-6% -$16.4K ﹤0.01% 1231
2022
Q4 		$278K Buy
9,003
+8
+0.1% +$248 ﹤0.01% 1112
2022
Q3 		$241K Hold
8,995
– – ﹤0.01% 1128
2022
Q2 		$244K Hold
8,995
– – ﹤0.01% 1128
2022
Q1 		$269K Buy
8,995
+423
+5% +$13.3K ﹤0.01% 1181
2021
Q4 		$271K Buy
8,572
+595
+7% +$19K ﹤0.01% 1184
2021
Q3 		$248K Buy
7,977
+2,707
+51% +$81.4K ﹤0.01% 1185
2021
Q2 		$160K Buy
5,270
+4,827
+1,090% +$151K ﹤0.01% 1714
2021
Q1 		$13.5K Hold
443
– – ﹤0.01% 2653
2020
Q4 		$10K Hold
443
– – ﹤0.01% 2326
2020
Q3 		$7K Hold
443
– – ﹤0.01% 2278
2020
Q2 		$8K Buy
+443
New +$8.22K ﹤0.01% 2136
2019
Q3 		– Sell
-1,250
Closed -$34K – 2770
2019
Q2 		$34K Buy
+1,250
New +$33K ﹤0.01% 1485

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

Steward Partners Investment Advisory's TOWN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Towne Bank (TOWN) stake by 0.95% in Q2 2026, buying an estimated $6.98K and bringing the position to 21,189 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Steward Partners Investment Advisory first reported a position in TOWN in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q1 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Steward Partners Investment Advisory held 21,189 shares of Towne Bank worth $768K as of Q2 2026.
  • Steward Partners Investment Advisory bought 200 Towne Bank shares in Q2 2026, an estimated $6.98K.
  • Towne Bank made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1450 holding.
  • Steward Partners Investment Advisory first reported a position in Towne Bank in Q2 2019 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Towne Bank position peaked at $2.33M in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.