YIH
TOWN icon

Y-Intercept (HK)’s Towne Bank TOWN Stock Holding History

Y-Intercept (HK)’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 		$1.03M Buy
+28,414
New +$992K 0.02% 1040
2026
Q1 		– Sell
-45,349
Closed -$1.51M – 2060
2025
Q4 		$1.51M Buy
45,349
+34,157
+305% +$1.15M 0.03% 762
2025
Q3 		$387K Buy
11,192
+3,930
+54% +$141K 0.01% 1323
2025
Q2 		$248K Buy
+7,262
New +$242K 0.01% 1409
2024
Q4 		– Sell
-10,801
Closed -$357K – 1656
2024
Q3 		$357K Buy
+10,801
New +$347K 0.02% 936

Other funds holding TOWN

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return