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Towne Bank (TOWN)

CUSIP: 89214P109 | NYSE | Financial Services · Banks - Regional | Mid Cap | 724 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,855,132
0.0% of portfolio›$173.1M
Bank of New York Mellon Corp545,962
0.0% of portfolio›$19.5M
Patriot Financial Partners GP II, L.P.321,404
3.7% of portfolio›$11.5M
Towne Trust Company, N.a195,843
2.1% of portfolio›$7.0M
Creative Planning184,939
0.0% of portfolio›$6.6M
MBL Wealth, LLC107,771
0.2% of portfolio›$3.8M
Davenport & Co LLC106,794
0.0% of portfolio›$3.8M
Deprince Race & Zollo Inc100,291
0.1% of portfolio›$3.6M
Concurrent Investment Advisors, LLC79,209
0.0% of portfolio›$2.8M
Truist Financial Corp72,918
0.0% of portfolio›$2.6M
Citigroup Inc62,903
0.0% of portfolio›$2.2M
Rosenthal | Henry Capital Advisors, Inc.56,415
1.8% of portfolio›$2.0M
Verity Asset Management, Inc.52,546
0.7% of portfolio›$1.9M
Apella Capital, LLC50,280
0.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D45,942
0.0% of portfolio›$1.6M
Financial Security Advisor, Inc.45,639
0.3% of portfolio›$1.6M
Salzhauer Michael42,121
0.6% of portfolio›$1.5M
Equitable Trust Co37,504
0.1% of portfolio›$1.3M
Choreo, LLC37,203
0.0% of portfolio›$1.3M
HUB Investment Partners, LLC35,229
0.0% of portfolio›$1.3M
Old North State Wealth Management, LLC33,826
0.5% of portfolio›$1.2M
Bay Capital Advisors, LLC33,760
0.6% of portfolio›$1.2M
Motley Fool Asset Management LLC32,419
0.0% of portfolio›$1.2M
Harbor Capital Advisors, Inc.29,611
0.0% of portfolio›$1.1K
Three Magnolias Financial Advisors, LLC28,190
0.6% of portfolio›$1.0M
Live Oak Private Wealth LLC27,633
0.1% of portfolio›$985.1K
Kanawha Capital Management LLC27,373
0.1% of portfolio›$975.8K
Arizona State Retirement System25,329
0.0% of portfolio›$903.0K
Compton Wealth Advisory Group, LLC25,092
0.2% of portfolio›$900.1K
Laurel Wealth Advisors LLC24,376
0.1% of portfolio›$869.0K
Wealth Enhancement Advisory Services, LLC21,426
0.0% of portfolio›$755.7K
Keybank National Association21,230
0.0% of portfolio›$756.9K
US Bancorp \de\19,353
0.0% of portfolio›$689.9K
Inspire Investing, LLC17,948
0.0% of portfolio›$639.8K
O'Brien Greene & Co. Inc16,042
0.2% of portfolio›$571.9K
Alps Advisors Inc15,540
0.0% of portfolio›$554.0K
Quadrant Capital Group LLC15,342
0.0% of portfolio›$535.7K
Commonwealth Equity Services, LLC15,277
0.0% of portfolio›$544.6K
XML Financial, LLC15,055
0.0% of portfolio›$536.7K
Strs Ohio13,900
0.0% of portfolio›$495.5K
Cambridge Investment Research Advisors, Inc.13,708
0.0% of portfolio›$489
Redmond Asset Management, LLC13,607
0.1% of portfolio›$485.1K
Princeton Capital Management LLC12,944
0.1% of portfolio›$461.5K
Pictet Asset Management Holding SA12,912
0.0% of portfolio›$460.3K
Wagner Wealth Management, LLC12,681
0.1% of portfolio›$452.1K
First Citizens Bank & Trust Co12,147
0.0% of portfolio›$433.0K
Cordgrass Capital Advisors, LLC12,065
0.2% of portfolio›$430.1K
ProShare Advisors LLC11,115
0.0% of portfolio›$396.2K
Ellsworth Advisors, LLC10,842
0.1% of portfolio›$386.5K
BCS Wealth Management10,620
0.1% of portfolio›$378.6K
MTM Investment Management, LLC9,359
0.1% of portfolio›$333.6K
Xponance LLC8,800
0.0% of portfolio›$313.7K
Kestra Private Wealth Services, LLC8,660
0.0% of portfolio›$308.7K
Ascent Group, LLC8,651
0.0% of portfolio›$308.4K
Mcrae Capital Management Inc8,574
0.1% of portfolio›$305.7K
Biltmore Family Office, LLC7,000
0.0% of portfolio›$251.5K
Signature Estate & Investment Advisors LLC6,727
0.0% of portfolio›$239.8K
Abel Hall, LLC5,800
0.0% of portfolio›$206.8K
Virginia Retirement Systems ET Al5,800
0.0% of portfolio›$206.8K
Beese Fulmer Investment Management, Inc.5,686
0.0% of portfolio›$204.3K
Evermay Wealth Management LLC5,000
0.0% of portfolio›$179.7K
American Capital Advisory, LLC4,080
0.0% of portfolio›$145.5K
1620 Investment Advisors, Inc.3,934
0.1% of portfolio›$140.2K
State of Alaska, Department of Revenue3,651
0.0% of portfolio›$130
Eastern Bank3,320
0.0% of portfolio›$118.4K
Nisa Investment Advisors, LLC3,290
0.0% of portfolio›$118.2K
KBC Group NV2,939
0.0% of portfolio›$105
Signaturefd, LLC2,856
0.0% of portfolio›$101.8K
Sterling Capital Management LLC1,734
0.0% of portfolio›$61.8K
West Paces Advisors Inc.1,690
0.0% of portfolio›$60.2K
Private Trust Co NA1,169
0.0% of portfolio›$41.7K
Farther Finance Advisors, LLC990
0.0% of portfolio›$35.3K
Versant Capital Management, Inc966
0.0% of portfolio›$34.4K
Covestor Ltd952
0.0% of portfolio›$34
CrossGen Wealth, LLC928
0.0% of portfolio›$33.1K
Root Financial Partners, LLC470
0.0% of portfolio›$16.8K
Gamma Investing LLC463
0.0% of portfolio›$16.5K
Parallel Advisors, LLC424
0.0% of portfolio›$15.1K
SJS Investment Consulting Inc.346
0.0% of portfolio›$12.3K
United Community Bank318
0.0% of portfolio›$11.3K
IFP Advisors, Inc318
0.0% of portfolio›$11.3K
Mitsubishi UFJ Asset Management Co., Ltd.313
0.0% of portfolio›$11.2K
City State Bank300
0.0% of portfolio›$10.7K
Godsey & Gibb, Inc283
0.0% of portfolio›$10.1K
Pinnacle Wealth Planning Services, Inc.252
0.0% of portfolio›$9.0K
Daytona Street Capital LLC249
0.0% of portfolio›$8.9K
EverSource Wealth Advisors, LLC213
0.0% of portfolio›$7.6K
Ares Financial Consulting, LLC128
0.0% of portfolio›$4.6K
Costello Asset Management, Inc122
0.0% of portfolio›$4.3K
Fortitude Family Office, LLC116
0.0% of portfolio›$4.1K
Essential Partners LLC103
0.0% of portfolio›$3.7K
Parkside Financial Bank & Trust90
0.0% of portfolio›$3.2K
Rossby Financial, LCC84
0.0% of portfolio›$3.0K
Blue Trust, Inc.73
0.0% of portfolio›$2.6K
Ascentis Wealth Management, LLC62
0.0% of portfolio›$2.2K
Assetmark, Inc59
0.0% of portfolio›$2.1K
Clark Wealth Partners52
0.0% of portfolio›$1.9K
Creative Capital Management Investments LLC52
0.0% of portfolio›$1.9K
JFS Wealth Advisors, LLC50
0.0% of portfolio›$1.8K
Bare Financial Services, Inc44
0.0% of portfolio›$1.6K
TD Private Client Wealth LLC25
0.0% of portfolio›$891
MassMutual Private Wealth & Trust, FSB23
0.0% of portfolio›$820
True Wealth Design, LLC22
0.0% of portfolio›$785
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$575
Meriwether Wealth & Planning, LLC12
0.0% of portfolio›$428
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$428
GK Wealth Management LLC4
0.0% of portfolio›$142
Hughes Financial Services, LLC2
0.0% of portfolio›$73
DecisionPoint Financial, LLC2
0.0% of portfolio›$72
Maryland Capital Advisors Inc.1
0.0% of portfolio›$36
RHL Group, LLC1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,855,132$173.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
545,962$19.5M0.0%CoreLowNew York, NY2026-11-05
Patriot Financial Partners GP II, L.P.
321,404$11.5M3.7%Deep ValueVery LowRadnor, PA2026-11-04
Towne Trust Company, N.a
195,843$7.0M2.1%CoreLowNewport News, VA2026-10-28
Creative Planning
184,939$6.6M0.0%IndexVery LowOverland Park, KS2026-11-02
MBL Wealth, LLC
107,771$3.8M0.2%ETFLowCharlotte, NC2026-10-22
Davenport & Co LLC
106,794$3.8M0.0%CoreMediumRichmond, VA2026-10-14
Deprince Race & Zollo Inc
100,291$3.6M0.1%Deep ValueHighWinter Park, FL2026-10-13
Concurrent Investment Advisors, LLC
79,209$2.8M0.0%GrowthMediumTampa, FL2026-10-16
Truist Financial Corp
72,918$2.6M0.0%CoreLowCharlotte, NC2026-10-30
Citigroup Inc
62,903$2.2M0.0%CoreMediumNew York, NY2026-11-04
Rosenthal | Henry Capital Advisors, Inc.
56,415$2.0M1.8%Deep ValueLowMishawaka, IN2026-10-27
Verity Asset Management, Inc.
52,546$1.9M0.7%CoreMediumDurham, NC2026-10-30
Apella Capital, LLC
50,280$1.8M0.0%ETFVery LowWest Hartford, CT2026-10-08
State of New Jersey Common Pension Fund D
45,942$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Financial Security Advisor, Inc.
45,639$1.6M0.3%CoreLowVirginia Beach, VA2026-11-03
Salzhauer Michael
42,121$1.5M0.6%GARPLowNew York, NY2026-10-28
Equitable Trust Co
37,504$1.3M0.1%CoreLowNashville, TN2026-10-13
Choreo, LLC
37,203$1.3M0.0%IndexLowRockford, IL2026-10-28
HUB Investment Partners, LLC
35,229$1.3M0.0%GrowthLowAustin, TX2026-11-03
Old North State Wealth Management, LLC
33,826$1.2M0.5%ValueMediumWilmington, NC2026-10-22
Bay Capital Advisors, LLC
33,760$1.2M0.6%ETFLowVirginia Beach, VA2026-10-16
Motley Fool Asset Management LLC
32,419$1.2M0.0%GrowthMediumAlexandria, VA2026-10-27
Harbor Capital Advisors, Inc.
29,611$1.1K0.0%ValueHighChicago, IL2026-10-22
Three Magnolias Financial Advisors, LLC
28,190$1.0M0.6%ETFLowWinston-Salem, NC2026-10-14
Live Oak Private Wealth LLC
27,633$985.1K0.1%ValueLowWilmington, NC2026-11-02
Kanawha Capital Management LLC
27,373$975.8K0.1%CoreVery LowRichmond, VA2026-10-19
Arizona State Retirement System
25,329$903.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Compton Wealth Advisory Group, LLC
25,092$900.1K0.2%ETFVery LowVirginia Beach, VA2026-10-13
Laurel Wealth Advisors LLC
24,376$869.0K0.1%CoreVery LowCharlotte, NC2026-10-27
Wealth Enhancement Advisory Services, LLC
21,426$755.7K0.0%CoreLowPlymouth, MN2026-10-13
Keybank National Association
21,230$756.9K0.0%CoreLowBrooklyn, OH2026-11-04
US Bancorp \de\
19,353$689.9K0.0%IndexLowMinneapolis, MN2026-11-05
Inspire Investing, LLC
17,948$639.8K0.0%GARPHighMeridian, ID2026-10-22
O'Brien Greene & Co. Inc
16,042$571.9K0.2%CoreLowMedia, PA2026-11-05
Alps Advisors Inc
15,540$554.0K0.0%YieldLowDenver, CO2026-11-03
Quadrant Capital Group LLC
15,342$535.7K0.0%CoreLowCincinnati, OH2026-10-20
Commonwealth Equity Services, LLC
15,277$544.6K0.0%ETFLowWaltham, MA2026-11-02
XML Financial, LLC
15,055$536.7K0.0%ETFLowBethesda, MD2026-10-29
Strs Ohio
13,900$495.5K0.0%CoreMediumColumbus, OH2026-10-30
Cambridge Investment Research Advisors, Inc.
13,708$4890.0%ETFLowFairfield, IA2026-11-02
Redmond Asset Management, LLC
13,607$485.1K0.1%CoreLowHenrico, VA2026-10-27
Princeton Capital Management LLC
12,944$461.5K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Pictet Asset Management Holding SA
12,912$460.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wagner Wealth Management, LLC
12,681$452.1K0.1%ETFLowGreenville, SC2026-10-21
First Citizens Bank & Trust Co
12,147$433.0K0.0%CoreMediumRaleigh, NC2026-10-14
Cordgrass Capital Advisors, LLC
12,065$430.1K0.2%CoreLowRaleigh, NC2026-10-30
ProShare Advisors LLC
11,115$396.2K0.0%GrowthLowBethesda, MD2026-10-29
Ellsworth Advisors, LLC
10,842$386.5K0.1%GARPHighHudson, OH2026-10-15
BCS Wealth Management
10,620$378.6K0.1%ETFVery LowJohnson City, TN2026-11-03
MTM Investment Management, LLC
9,359$333.6K0.1%CoreVery LowSpartanburg, SC2026-10-30
Xponance LLC
8,800$313.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Kestra Private Wealth Services, LLC
8,660$308.7K0.0%GrowthLowAustin, TX2026-10-30
Ascent Group, LLC
8,651$308.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Mcrae Capital Management Inc
8,574$305.7K0.1%CoreLowMorristown, NJ2026-10-15
Biltmore Family Office, LLC
7,000$251.5K0.0%GrowthLowCharlotte, NC2026-11-03
Signature Estate & Investment Advisors LLC
6,727$239.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Abel Hall, LLC
5,800$206.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Virginia Retirement Systems ET Al
5,800$206.8K0.0%CoreMediumRichmond, VA2026-10-28
Beese Fulmer Investment Management, Inc.
5,686$204.3K0.0%CoreLowCanton, OH2026-10-23
Evermay Wealth Management LLC
5,000$179.7K0.0%ETFLowArlington, VA2026-11-05
American Capital Advisory, LLC
4,080$145.5K0.0%ETFLowKetchum, ID2026-10-28
1620 Investment Advisors, Inc.
3,934$140.2K0.1%ValueLowPlymouth, MA2026-11-04
State of Alaska, Department of Revenue
3,651$1300.0%CoreVery LowJuneau, AK2026-10-15
Eastern Bank
3,320$118.4K0.0%GrowthMediumBoston, MA2026-10-05
Nisa Investment Advisors, LLC
3,290$118.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
KBC Group NV
2,939$1050.0%CoreMediumBrussels, Czech Republic2026-10-22
Signaturefd, LLC
2,856$101.8K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
1,734$61.8K0.0%GARPMediumCharlotte, NC2026-10-22
West Paces Advisors Inc.
1,690$60.2K0.0%ETFLowAtlanta, GA2026-10-13
Private Trust Co NA
1,169$41.7K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
990$35.3K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
966$34.4K0.0%GARPLowPhoenix, AZ2026-10-02
Covestor Ltd
952$340.0%ValueHighLondon, United Kingdom2026-10-30
CrossGen Wealth, LLC
928$33.1K0.0%CoreVery LowGreenville, NC2026-10-30
Root Financial Partners, LLC
470$16.8K0.0%ETFMediumEncinitas, CA2026-10-21
Gamma Investing LLC
463$16.5K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
424$15.1K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
346$12.3K0.0%ETFVery LowSylvania, OH2026-10-26
United Community Bank
318$11.3K0.0%CoreLowGreenville, SC2026-10-28
IFP Advisors, Inc
318$11.3K0.0%GrowthLowTampa, FL2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
313$11.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
City State Bank
300$10.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
Godsey & Gibb, Inc
283$10.1K0.0%CoreLowRichmond, VA2026-10-14
Pinnacle Wealth Planning Services, Inc.
252$9.0K0.0%GARPLowMansfield, OH2026-10-27
Daytona Street Capital LLC
249$8.9K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
EverSource Wealth Advisors, LLC
213$7.6K0.0%CoreMediumBirmingham, AL2026-11-04
Ares Financial Consulting, LLC
128$4.6K0.0%CoreLowCalabasas, CA2026-10-19
Costello Asset Management, Inc
122$4.3K0.0%CoreLowFeasterville, PA2026-10-30
Fortitude Family Office, LLC
116$4.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
103$3.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
90$3.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Rossby Financial, LCC
84$3.0K0.0%ETFMediumMelbourne, FL2026-11-05
Blue Trust, Inc.
73$2.6K0.0%ETFLowBrentwood, TN2026-10-15
Ascentis Wealth Management, LLC
62$2.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
59$2.1K0.0%ETFLowConcord, CA2026-10-21
Clark Wealth Partners
52$1.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Creative Capital Management Investments LLC
52$1.9K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
50$1.8K0.0%ETFVery LowHermitage, PA2026-11-03
Bare Financial Services, Inc
44$1.6K0.0%ETFVery LowGap, PA2026-11-04
TD Private Client Wealth LLC
25$8910.0%ETFLowNew York, NY2026-10-28
MassMutual Private Wealth & Trust, FSB
23$8200.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
22$7850.0%ETFMediumAkron, OH2026-10-13
Bay Harbor Wealth Management, LLC
16$5750.0%ETFMediumHunt Valley, MD2026-11-03
Meriwether Wealth & Planning, LLC
12$4280.0%ETFMediumMinden, LA2026-10-13
DiNuzzo Private Wealth, Inc.
12$4280.0%ETFLowBeaver, PA2026-10-16
GK Wealth Management LLC
4$1420.0%GARPVery HighReno, NV2026-10-09
Hughes Financial Services, LLC
2$730.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
2$720.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$360.0%ETFVery LowChester, MD2026-10-15
RHL Group, LLC
1$360.0%ETFVery HighHolly, MI2026-11-04