Abound Financial’s Towne Bank TOWN Stock Holding History

Abound Financial’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29K	Hold	800	–	–	0.01%	159
2026 Q1	$26.9K	Hold	800	–	–	0.01%	153
2025 Q4	$26.7K	Buy	+800	New	+$26.9K	0.01%	153
2025 Q2	–	Sell	-800	Closed	-$27.4K	–	239
2025 Q1	$27.4K	Buy	+800	New	+$28.2K	0.01%	154

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Abound Financial's TOWN Position: Q2 2026 in Review

Abound Financial held its Towne Bank (TOWN) position steady in Q2 2026 at 800 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #159.

Abound Financial first reported a position in TOWN in Q1 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Abound Financial held 800 shares of Towne Bank worth $29K as of Q2 2026.
Abound Financial left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.01% of Abound Financial's portfolio in Q2 2026, its #159 holding.
Abound Financial first reported a position in Towne Bank in Q1 2025 and has held it in 4 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.