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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM