Stifel Financial’s Towne Bank TOWN Stock Holding History

Stifel Financial’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	$479K	Sell	13,206 -3,070	-19%	-$107K	﹤0.01%	2998
2026 Q1	$548K	Buy	16,276 +95	+0.6%	+$3.3K	﹤0.01%	2830
2025 Q4	$540K	Buy	16,181 +5,120	+46%	+$172K	﹤0.01%	2814
2025 Q3	$382K	Buy	+11,061	New	+$396K	﹤0.01%	2965
2021 Q3	–	Sell	-6,772	Closed	-$206K	–	3418
2021 Q2	$206K	Buy	6,772 +40	+0.6%	+$1.25K	﹤0.01%	3124
2021 Q1	$205K	Buy	+6,732	New	+$187K	﹤0.01%	3010
2019 Q4	–	Sell	-38,812	Closed	-$1.08M	–	3078
2019 Q3	$1.08M	Hold	38,812	–	–	﹤0.01%	1702
2019 Q2	$1.06M	Sell	38,812 -10,000	-20%	-$264K	﹤0.01%	1769
2019 Q1	$1.21M	Hold	48,812	–	–	﹤0.01%	1536
2018 Q4	$1.17M	Hold	48,812	–	–	﹤0.01%	1437
2018 Q3	$1.51M	Hold	48,812	–	–	﹤0.01%	1429
2018 Q2	$1.57M	Buy	48,812 +10,000	+26%	+$310K	﹤0.01%	1348
2018 Q1	$1.11M	Buy	+38,812	New	+$1.17M	﹤0.01%	1499
2014 Q4	–	Sell	-13,750	Closed	-$187K	–	2449
2014 Q3	$187K	Buy	+13,750	New	+$204K	﹤0.01%	2026

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Stifel Financial's TOWN Position: Q2 2026 in Review

Stifel Financial reduced its Towne Bank (TOWN) stake by 19% in Q2 2026, selling an estimated $107K and leaving 13,206 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Stifel Financial first reported a position in TOWN in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.57M in Q2 2018. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Stifel Financial held 13,206 shares of Towne Bank worth $479K as of Q2 2026.
Stifel Financial sold 3,070 Towne Bank shares in Q2 2026, an estimated $107K.
Towne Bank made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2998 holding.
Stifel Financial first reported a position in Towne Bank in Q3 2014 and has held it in 14 quarters since.
Stifel Financial's Towne Bank position peaked at $1.57M in Q2 2018.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.