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Sunbelt Securities’s Towne Bank TOWN Stock Holding History

Sunbelt Securities’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 		$505 Hold
15
– – ﹤0.01% 2290
2025
Q4 		$501 Sell
15
-9
-38% -$303 ﹤0.01% 2242
2025
Q3 		$830 Buy
+24
New +$860 ﹤0.01% 2100

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Sunbelt Securities's TOWN Position: Q1 2026 in Review

Sunbelt Securities held its Towne Bank (TOWN) position steady in Q1 2026 at 15 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Sunbelt Securities first reported a position in TOWN in Q3 2025 and has held it in 3 quarters since. The position peaked at $830 in Q3 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Sunbelt Securities held 15 shares of Towne Bank worth $505 as of Q1 2026.
  • Sunbelt Securities left its Towne Bank share count unchanged in Q1 2026.
  • Towne Bank made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2290 holding.
  • Sunbelt Securities first reported a position in Towne Bank in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Towne Bank position peaked at $830 in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.