Who Owns TOWNEBANK PORTSMOUTH VA (TOWN)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $61.6M of TOWNEBANK PORTSMOUTH VA (TOWN) in SEC 13F filings for 2026-06-30. Largest institutional holders: OLD POINT TRUST & FINANCIAL SERVICES N A ($7.3M), MBL Wealth, LLC ($5.2M), DAVENPORT & Co LLC ($3.8M), CITIGROUP INC ($3.4M), Concurrent Investment Advisors, LLC ($3.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OLD POINT TRUST & FINANCIAL SERVICES N A$7.3M201,874Trimmed
2MBL Wealth, LLC$5.2M142,128Trimmed
3DAVENPORT & Co LLC$3.8M104,576Added
4CITIGROUP INC$3.4M94,322Added
5Concurrent Investment Advisors, LLC$3.1M84,612Trimmed
6TRUIST FINANCIAL CORP$2.6M72,969Added
7State of New Jersey Common Pension Fund D$2.1M56,882Trimmed
8Rosenthal | Henry Capital Advisors, Inc.$2.0M56,415Trimmed
9Apella Capital, LLC$1.8M50,081Added
10SALZHAUER MICHAEL$1.7M47,121Hold
11EQUITABLE TRUST CO$1.4M37,504Hold
12CHOREO, LLC$1.3M36,811Trimmed
13Old North State Wealth Management, LLC$1.3M36,284Added
14ENVESTNET ASSET MANAGEMENT INC$1.3M34,582Trimmed
15Bay Capital Advisors, LLC$1.2M33,760Hold
16HUB Investment Partners, LLC$1.1M31,406Added
17NEW YORK STATE COMMON RETIREMENT FUND$1.1M31,154Added
18Live Oak Private Wealth LLC$1.0M28,777Added
19Y-Intercept (Hong Kong) Ltd$1.0M28,414New
20Cambridge Investment Research Advisors, Inc.$994,00027,416Added
21KANAWHA CAPITAL MANAGEMENT LLC$991,99827,373Trimmed
22Police & Firemen's Retirement System of New Jersey$946,40826,115Added
23Compton Wealth Advisory Group, LLC$920,62525,092Added
24CARY STREET PARTNERS FINANCIAL LLC$898,71624,799Hold
25Laurel Wealth Advisors LLC$883,27224,373Added

Source: SEC Form 13F filings · as of 2026-06-30