Ownership history in ROYCE & ASSOCIATES LP Β· 21 quarters on record
This page tracks every 13F SEC filing in which ROYCE & ASSOCIATES LP reported a position in TOWNEBANK PORTSMOUTH VA (TOWN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ROYCE & ASSOCIATES LP outperformed the S&P 500 by +0.6% annually on this TOWN position. Timing score: 55% (11/20 decisions correct). Average cost basis: $28.00. Maximum drawdown during holding period: β23.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $15.79 (2020 Q2) Β· Worst: $34.30 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 8 trims. Bought during 6 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size