13FBOX
TOWNEBANK PORTSMOUTH VA · 13F Institutional Holdings
Options Calculator Rankings

TOWNEBANK PORTSMOUTH VA

TOWN
Institutions
298
Combined AUM (Q2 2026)
$2.08B
Combined Shares (Q2 2026)
57.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.9M
163 · 43 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5.2M
101 · 31 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.08B
Institutions
298
New Buys
43
Adds
120
Reduces
70
Exits
31
Unchanged
65
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#139$247.7M6.8M$210.0M6.2M+597,102+9.57%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#109$176.8M4.9M$164.3M4.9M-1,604-0.03%Reduce
T. Rowe Price Investment Management, Inc.
0.11%0.11%#40$173.3M4.8M$154.7M4.6M+186,277+4.05%Add
DIMENSIONAL FUND ADVISORS LP
0.03%0.03%#69$164.2M4.5M$148.1M4.4M+133,234+3.03%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#152$141.9M3.9M$131.2M3.9M+19,298+0.50%Add
STATE STREET CORP
<0.01%<0.01%#137$126.7M3.5M$86.8M2.6M+914,099+35.75%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#127$84.5M2.3M$73.7M2.2M+142,060+6.49%Add
VICTORY CAPITAL MANAGEMENT INC
0.04%0.04%#66$70.3M1.9M$66.5M2.0M-36,946-1.87%Reduce
Jupiter Topco LLC
0.02%#77$57.4M1.6M$00+1.6MNew Buy
BROWN ADVISORY INC
0.09%0.09%#46$55.6M1.5M$51.9M1.5M-5,403-0.35%Reduce
Capital International Investors
0.01%0.01%#107$41.4M1.1M$37.4M1.1M+31,367+2.83%Add
Patriot Financial Partners GP II, L.P.
9.46%13.16%#1$37.0M1.0M$51.1M1.5M-496,739-32.72%Reduce
FJ Capital Management LLC
4.74%2.12%#2$36.5M1.0M$18.8M559,772+448,299+80.09%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#126$34.1M939,969$31.5M936,599+3,370+0.36%Add
NORTHERN TRUST CORP
<0.01%<0.01%#140$30.1M831,598$26.1M773,818+57,780+7.47%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%0.01%#96$28.0M773,211$21.0M623,214+149,997+24.07%Add
ROYCE & ASSOCIATES LP
0.21%0.26%#27$25.8M712,656$26.8M795,155-82,499-10.38%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#125$20.8M574,450$18.6M551,347+23,103+4.19%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#133$19.6M541,596$16.2M479,836+61,760+12.87%Add
Bank of New York Mellon Corp
<0.01%<0.01%#150$19.4M536,108$17.0M504,694+31,414+6.22%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#162$19.3M533,206$1.9M56,642+476,564+841.36%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#197$18.2M502,750$17.2M511,823-9,073-1.77%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.02%0.03%#78$16.8M462,819$19.9M590,319-127,500-21.60%Reduce
MORGAN STANLEY
<0.01%<0.01%#215$15.6M430,211$9.7M280,630+149,581+53.30%Add
Qube Research & Technologies Ltd
0.01%0.01%#95$13.6M374,162$10.9M322,474+51,688+16.03%Add
CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#87$12.0M331,228$10.8M322,242+8,986+2.79%Add
Russell Investments Group, Ltd.
0.01%0.01%#104$12.0M330,774$10.6M313,486+17,288+5.51%Add
Lightrock Netherlands B.V.
1.01%2.39%#7$12.0M329,794$11.2M332,752-2,958-0.89%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#121$11.8M325,245$13.1M388,428-63,183-16.27%Reduce
Rhino Investment Partners, Inc
3.35%2.7%#3$11.1M305,662$9.7M287,682+17,980+6.25%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#138$10.7M296,529$6.7M199,839+96,690+48.38%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#155$10.4M287,388$9.7M287,955-567-0.20%Reduce
ENDEAVOUR CAPITAL ADVISORS INC
2.03%0.65%#5$9.9M273,028$2.9M85,706+187,322+218.56%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#217$9.3M257,515$13.8M408,814-151,299-37.01%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#221$8.7M240,366$11.0M327,673-87,307-26.64%Reduce
FMR LLC
<0.01%<0.01%#245$8.6M237,360$585,38917,386+219,974+1,265.24%Add
Towne Trust Company, N.A
2.22%2.18%#4$7.3M201,874$6.8M201,876-2-0.00%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#244$6.9M187,351$6.8M202,519-15,168-7.49%Reduce
Nuveen, LLC
<0.01%<0.01%#182$6.6M183,259$15.6M464,255-280,996-60.53%Reduce
DEPRINCE RACE & ZOLLO INC
0.12%0.12%#39$6.4M189,953$6.4M189,95300.00%Unchanged
Swiss National Bank
<0.01%<0.01%#147$6.4M175,815$5.8M172,915+2,900+1.68%Add
Bridgewater Associates, LP
0.02%0.03%#75$5.9M163,477$7.7M227,497-64,020-28.14%Reduce
SYSTEMATIC FINANCIAL MANAGEMENT LP
0.11%0.1%#41$5.7M157,155$4.2M124,547+32,608+26.18%Add
Clearstead Advisors, LLC
0.05%0.05%#60$5.5M152,743$5.3M156,809-4,066-2.59%Reduce
MARSHALL WACE, LLP
<0.01%0.02%#132$5.4M147,798$15.3M455,583-307,785-67.56%Reduce
De Lisle Partners LLP
0.57%0.58%#12$5.2M144,341$4.9M144,34100.00%Unchanged
MBL Wealth, LLC
0.35%0.37%#18$5.2M142,128$4.9M144,080-1,952-1.35%Reduce
MALTESE CAPITAL MANAGEMENT LLC
0.91%0.84%#8$5.0M137,500$4.3M127,454+10,046+7.88%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#181$4.7M140,712$4.3M129,642+11,070+8.54%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#213$4.7M129,453$4.6M137,561-8,108-5.89%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow