Bay Rivers Group TOWN TOWNEBANK PORTSMOUTH VA

Ownership history in Bay Rivers Group  ·  26 quarters on record

AI Ownership Summary

Bay Rivers Group reported TOWNEBANK PORTSMOUTH VA (TOWN) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows TOWN at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Rivers Group's position in TOWNEBANK PORTSMOUTH VA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOWN was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bay Rivers Group held TOWN — position size vs. price
% of Fund (quarterly)    TOWN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,526 +148 +0.9% 0.25% $590K 2026-04-13 $35.72
2025 Q4 UNCHANGED 17,378 0% 0.23% $580K 2026-01-07 $33.80
2025 Q3 UNCHANGED 17,378 0% 0.25% $601K 2025-10-08 $33.13
2025 Q2 UNCHANGED 17,378 0% 0.27% $594K 2025-07-09 $34.90
2025 Q1 UNCHANGED 17,378 0% 0.31% $594K 2025-04-10 $29.80
2024 Q4 UNCHANGED 17,378 0% 0.29% $592K 2025-01-22 $33.02
2024 Q3 UNCHANGED 17,378 0% 0.29% $575K 2024-10-25 $31.06
2024 Q2 UNCHANGED 17,378 0% 0.25% $474K 2024-07-22 $30.32
2024 Q1 UNCHANGED 17,378 0% 0.27% $488K 2024-04-22 $25.71
2023 Q4 UNCHANGED 17,378 0% 0.32% $517K 2024-01-12 $26.73
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bay Rivers Group and TOWN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bay Rivers Group reported owning TOWN?

Bay Rivers Group reported TOWN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TOWN position in Bay Rivers Group's portfolio?

The largest reported portfolio weight for TOWN was 0.32% in 2023 Q4.

What is the latest reported TOWN position on this page?

The most recent filing on this page is 2026 Q1, when Bay Rivers Group reported 17,526 shares, equal to 0.25% of portfolio, with an estimated market value of $590K.

What does the chart on this TOWN ownership page compare?

The chart compares Bay Rivers Group's quarterly TOWN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bay Rivers Group time their TOWN position?

Based on 13F filing dates vs. subsequent TOWN price moves, Bay Rivers Group correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TOWN relative to SPY over the holding period was -5.7%.

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