APFP
TOWN icon

Action Point Financial Planning’s Towne Bank TOWN Stock Holding History

Action Point Financial Planning’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 		$2.75K Buy
+78
New +$2.72K ﹤0.01% 2097

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Action Point Financial Planning's TOWN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Towne Bank (TOWN) in Q2 2026: 78 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings.

297 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Action Point Financial Planning held 78 shares of Towne Bank worth $2.75K as of Q2 2026.
  • Towne Bank was a new Action Point Financial Planning position in Q2 2026.
  • Towne Bank made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2097 holding.
  • 297 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

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