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Manager record

Towne Trust Company, N.A

Newport News, VA · CIK 1102256 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$340.51MReported 13F valueQ3 2026 · as filed
351Holdings listed
+3.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $286.5M$286.5MQ2 2025357 holdingsQ3 2025: $309.5M$309.5MQ3 2025337 holdingsQ4 2025: $320.7M$320.7MQ4 2025357 holdingsQ1 2026: $311.4M$311.4MQ1 2026349 holdingsQ2 2026: $329.5M$329.5MQ2 2026354 holdingsQ3 2026: $340.5M$340.5MQ3 2026351 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$340.51M · 351 holdings listed · View original SEC filing ↗
Jul 30 2026 13F-HR · period Q2 2026

$329.45M · 354 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$311.36M · 349 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$320.72M · 357 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$309.54M · 337 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR/A · period Q2 2025

$286.50M · 357 holdings listed · amendment (new holdings) · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$254.05M · 128 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology