Towne Trust Company, N.A
All 13F Filings
- Location
- Newport News, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 329,453
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 323 | 329,453 | 13F-HR | Towne Trust Company, N.A |
| Q1 2026 | 4/22/2026 | 318 | 311,365 | 13F-HR | Towne Trust Company, N.A |
| Q4 2025 | 1/26/2026 | 326 | 320,719 | 13F-HR | Towne Trust Company, N.A |
| Q3 2025 | 10/8/2025 | 306 | 309,541 | 13F-HR | OLD POINT TRUST & FINANCIAL SERVICES N A |
| Q2 2025 | 7/30/2025 | 326 | 286,505 | 13F-HR/A - NEW HOLDINGS | OLD POINT TRUST & FINANCIAL SERVICES N A |
| Q2 2025 | 7/18/2025 | 100 | 254,054 | 13F-HR | OLD POINT TRUST & FINANCIAL SERVICES N A |
| Q2 2014 | 7/11/2014 | 78 | 167,361 | 13F-HR | OLD POINT TRUST & FINANCIAL SERVICES N A |
| Q1 2014 | 4/15/2014 | 77 | 159,671 | 13F-HR | OLD POINT TRUST & FINANCIAL SERVICES N A |
| Q4 2013 | 1/14/2014 | 78 | 153,083 | 13F-HR | OLD POINT TRUST & FINANCIAL SERVICES N A |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 258.8 K | 78.6% | 7.549 K | 0 | 7.549 K |
| ETFs | 70.61 K | 21.4% | 10.53 K | 0 | 10.53 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
329,453
Holdings
323
QoQ value change ($000)
18,088
(5.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.