Universal-Beteiligungs- und Servicegesellschaft’s Towne Bank TOWN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	–	Sell	-12,915	Closed	-$435K	–	2196
2026 Q1	$435K	Hold	12,915	–	–	﹤0.01%	1766
2025 Q4	$431K	Buy	12,915 +249	+2%	+$8.38K	﹤0.01%	1759
2025 Q3	$438K	Buy	12,666 +1,307	+12%	+$46.8K	﹤0.01%	1785
2025 Q2	$388K	Hold	11,359	–	–	﹤0.01%	1752
2025 Q1	$388K	Buy	+11,359	New	+$400K	﹤0.01%	1710

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

Universal-Beteiligungs- und Servicegesellschaft's TOWN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 12,915 shares — an estimated $435K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in TOWN in Q1 2025 and held it in 5 quarters. The position peaked at $438K in Q3 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
Universal-Beteiligungs- und Servicegesellschaft sold 12,915 Towne Bank shares in Q2 2026, an estimated $435K.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Towne Bank in Q1 2025 and held it in 5 quarters.
Universal-Beteiligungs- und Servicegesellschaft's Towne Bank position peaked at $438K in Q3 2025.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.