SummerHaven Investment Management’s Towne Bank TOWN Stock Holding History

SummerHaven Investment 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	$740K	Hold	20,413	–	–	0.4%	142
2026 Q1	$687K	Sell	20,413 -3,179	-13%	-$110K	0.42%	129
2025 Q4	$787K	Sell	23,592 -1	-0%	-$34	0.45%	135
2025 Q3	$816K	Sell	23,593 -5,050	-18%	-$181K	0.48%	122
2025 Q2	$979K	Buy	28,643 +443	+2%	+$14.8K	0.64%	48
2025 Q1	$964K	Buy	28,200 +402	+1%	+$14.2K	0.67%	29
2024 Q4	$947K	Hold	27,798	–	–	0.58%	50
2024 Q3	$919K	Sell	27,798 -3,389	-11%	-$109K	0.56%	45
2024 Q2	$850K	Buy	31,187 +569	+2%	+$15.3K	0.56%	73
2024 Q1	$859K	Buy	30,618 +327	+1%	+$9.08K	0.54%	86
2023 Q4	$901K	Buy	30,291 +364	+1%	+$9.44K	0.58%	57
2023 Q3	$686K	Buy	+29,927	New	+$721K	0.5%	98

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

SummerHaven Investment Management's TOWN Position: Q2 2026 in Review

SummerHaven Investment Management held its Towne Bank (TOWN) position steady in Q2 2026 at 20,413 shares worth $740K. The position accounts for 0.4% of the portfolio, ranked #142.

SummerHaven Investment Management first reported a position in TOWN in Q3 2023 and has held it in 12 quarters since. The position peaked at $979K in Q2 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

SummerHaven Investment Management held 20,413 shares of Towne Bank worth $740K as of Q2 2026.
SummerHaven Investment Management left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.4% of SummerHaven Investment Management's portfolio in Q2 2026, its #142 holding.
SummerHaven Investment Management first reported a position in Towne Bank in Q3 2023 and has held it in 12 quarters since.
SummerHaven Investment Management's Towne Bank position peaked at $979K in Q2 2025.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.