Towne BankTOWN

13F holders, Q2 2026 (June 30)
300holders +13
38new positions
26sold out
7famous investors
$36.25avg. 13F price*

At the end of Q2 2026, 300 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 13 from Q1 2026. 38 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($247.7M), Vanguard Portfolio Management LLC ($176.8M) and T. Rowe Price Investment Management, Inc. ($173.3M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Towne Bank
CUSIP
89214P109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 211Q1 2024Q2 2024: 202Q2 2024Q3 2024: 214Q3 2024Q4 2024: 218Q4 2024Q1 2025: 234Q1 2025Q2 2025: 242Q2 2025Q3 2025: 263Q3 2025Q4 2025: 262Q4 2025Q1 2026: 287Q1 2026Q2 2026: 300Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions38$26.5M
Exits26$43.4M

All 13F filers, Q1 2026 → Q2 2026: 5,311,928 shares bought and 3,705,475 shares sold, net +1,606,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 300 holders

BlackRock, Inc. 0.00% Add +9.6% 6,834,018 $247.7M
Vanguard Portfolio Management LLC 0.01% Reduce -0.0% 4,877,730 $176.8M
T. Rowe Price Investment Management, Inc. 0.11% Add +4.0% 4,781,911 $173.3M
Dimensional Fund Advisors LP 0.03% Add +3.0% 4,532,246 $164.2M
Vanguard Capital Management LLC 0.00% Add +0.5% 3,914,940 $141.9M
State Street Corp. 0.00% Add +35.8% 3,470,767 $126.7M
Geode Capital Management, LLC 0.00% Add +6.5% 2,331,521 $84.5M
Victory Capital Management Inc. 0.04% Reduce -1.9% 1,939,243 $70.3M
Jupiter Topco LLC 0.02% — 1,584,847 $57.4M
Brown Advisory Inc. 0.09% Reduce -0.3% 1,535,126 $55.6M
Capital International Investors 0.01% Add +2.8% 1,141,411 $41.4M
Patriot Financial Partners GP II, L.P. 9.46% Reduce -32.7% 1,021,404 $37.0M
FJ Capital Management LLC 4.74% Add +80.1% 1,008,071 $36.5M
Charles Schwab Investment Management Inc. 0.00% Add +0.4% 939,969 $34.1M
Northern Trust Corp. 0.00% Add +7.5% 831,598 $30.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +24.1% 773,211 $28.0M
Royce & Associates LP 0.21% Reduce -10.4% 712,656 $25.8M
Vanguard Fiduciary Trust Co. 0.00% Add +4.2% 574,450 $20.8M
Ameriprise Financial Inc. 0.00% Add +12.9% 541,596 $19.6M
Bank of New York Mellon Corp 0.00% Add +6.2% 536,108 $19.4M
Citadel Advisors 0.01% Add +841.4% 533,206 $19.3M
Bank of America Corp. 0.00% Reduce -1.8% 502,750 $18.2M
Renaissance Technologies 0.02% Reduce -21.6% 462,819 $16.8M
Morgan Stanley 0.00% Add +69.9% 430,211 $15.6M
Qube Research & Technologies Ltd 0.02% Add +16.0% 374,162 $13.6M
Captrust Financial Advisors 0.02% Add +2.8% 331,228 $12.0M
Russell Investments Group, Ltd. 0.01% Add +5.5% 330,774 $12.0M
Lightrock Netherlands B.V. 2.36% Reduce -0.9% 329,794 $12.0M
American Century Companies Inc. 0.01% Reduce -16.3% 325,245 $11.8M
Rhino Investment Partners, Inc 3.35% Add +6.3% 305,662 $11.1M
AQR Capital Management 0.00% Add +48.4% 296,529 $10.7M
Raymond James Financial Inc. 0.00% Reduce -0.2% 287,388 $10.4M
Endeavour Capital Advisors Inc. 2.03% Add +218.6% 273,028 $9.9M
Goldman Sachs Group Inc. 0.00% Reduce -37.0% 257,515 $9.3M
Susquehanna International Group, LLP 0.01% Reduce -20.7% 240,366 $8.7M
FMR LLC 0.00% Add +1265.2% 237,360 $8.6M
Towne Trust Company, N.A 2.23% Reduce 0.0% 201,874 $7.3M
JPMorgan Chase & Co. 0.00% Reduce -7.5% 187,351 $6.9M
Nuveen, LLC 0.00% Reduce -60.5% 183,259 $6.6M
Swiss National Bank 0.00% Add +1.7% 175,815 $6.4M
Bridgewater Associates 0.02% Reduce -28.1% 163,477 $5.9M
Systematic Financial Management LP 0.11% Add +26.2% 157,155 $5.7M
Clearstead Advisors, LLC 0.05% Reduce -2.6% 152,743 $5.5M
Marshall Wace, LLP 0.00% Reduce -67.6% 147,798 $5.4M
De Lisle Partners LLP 0.57% No change 144,341 $5.2M
Deprince Race & Zollo Inc. 0.09% Reduce -25.0% 142,404 $5.2M
MBL Wealth, LLC 0.35% Reduce -1.4% 142,128 $5.2M
Maltese Capital Management LLC 0.93% Add +7.9% 137,500 $5.0M
Alliancebernstein L.P. 0.00% Add +8.5% 140,712 $4.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.9% 129,453 $4.7M
T. Rowe Price Associates Inc. 0.00% Add +11.8% 123,488 $4.5M
Rhumbline Advisers 0.00% Add +4.1% 121,842 $4.4M
Cerity Partners LLC 0.01% Add +2.5% 120,898 $4.4M
Wells Fargo & Company 0.00% Add +63.9% 111,923 $4.1M
UBS Group AG 0.00% Add +31.0% 107,212 $3.9M
Invesco Ltd. 0.00% Add +9.3% 106,791 $3.9M
DAVENPORT & Co LLC 0.02% Add +1.0% 104,576 $3.8M
Millennium Management 0.00% New 104,000 $3.8M
California State Teachers Retirement System 0.00% Add +6.9% 103,540 $3.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +13.8% 100,399 $3.6M
Deutsche Bank AG 0.00% Add +30.0% 95,239 $3.5M
Citigroup Inc. 0.00% Add +54.4% 94,322 $3.4M
Hotchkis & Wiley Capital Management LLC 0.01% Add +0.3% 93,789 $3.4M
Emerald Investment Advisers, LLC 0.22% Add +4.0% 90,078 $3.3M
Franklin Resources Inc. 0.00% Add +0.9% 86,599 $3.1M
Nuance Investments, LLC 0.53% New 85,643 $3.1M
Concurrent Investment Advisors, LLC 0.03% Reduce -3.5% 84,612 $3.1M
Sei Investments Co. 0.00% Reduce -51.8% 83,347 $3.0M
Trexquant Investment LP 0.02% New 82,716 $3.0M
Legal & General Group Plc 0.00% Add +6.4% 82,499 $3.0M
Jain Global LLC 0.04% New 79,231 $2.9M
First Trust Advisors LP 0.00% Add +0.1% 76,511 $2.8M
Quantinno Capital Management LP 0.00% Add +44.9% 74,408 $2.7M
Schonfeld Strategic Advisors LLC 0.01% Add +53.5% 73,490 $2.7M
Truist Financial Corp. 0.00% Add +6.1% 72,969 $2.6M
Guggenheim Capital LLC 0.02% Reduce -11.1% 68,973 $2.5M
Squarepoint Ops LLC 0.00% Add +471.9% 64,597 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -46.9% 62,698 $2.3M
Cetera Investment Advisers 0.00% Add +0.9% 57,689 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -15.3% 56,882 $2.1M
Atom Investors LP 0.18% New 56,788 $2.1M
Rosenthal | Henry Capital Advisors, Inc. 1.79% Reduce -9.0% 56,415 $2.0M
Creative Planning 0.00% Add +45.8% 54,059 $2.0M
Vanguard Global Advisers, LLC 0.00% Reduce -12.0% 53,273 $1.9M
Verity Asset Management, Inc. 0.72% Add +0.5% 52,479 $1.9M
Vident Advisory, LLC 0.01% New 52,439 $1.9M
MetLife Investment Management, LLC 0.01% Add +9.9% 51,522 $1.9M
Bayview Asset Management, LLC 1.35% Reduce -21.0% 50,000 $1.8M
Apella Capital, LLC 0.03% Add +0.0% 50,081 $1.8M
Focus Partners Wealth 0.00% Reduce -62.2% 49,166 $1.8M
Financial Security Advisor, Inc. 0.29% Add +0.4% 48,258 $1.8M
Numerai GP LLC 0.14% Add +32.4% 47,920 $1.7M
Holocene Advisors, LP 0.00% Add +434.5% 47,470 $1.7M
Salzhauer Michael 0.63% No change 47,121 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +10.0% 46,585 $1.7M
Rafferty Asset Management, LLC 0.00% Add +1.0% 45,922 $1.7M
Occudo Quantitative Strategies LP 0.08% New 41,867 $1.5M
Dark Forest Capital Management LP 0.10% Reduce -8.4% 41,764 $1.5M
Banc Funds Co. LLC 0.24% No change 40,804 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.6% 40,600 $1.5M

"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.

Show all 300 holders