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TOWN icon

Allworth Financial’s Towne Bank TOWN Stock Holding History

Allworth 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 		$653K Buy
18,032
+342
+2% +$11.9K ﹤0.01% 883
2026
Q1 		$596K Buy
17,690
+113
+0.6% +$3.92K ﹤0.01% 884
2025
Q4 		$587K Sell
17,577
-26
-0.1% -$875 ﹤0.01% 864
2025
Q3 		$609K Sell
17,603
-1,934
-10% -$69.3K ﹤0.01% 822
2025
Q2 		$668K Buy
19,537
+19,005
+3,572% +$634K ﹤0.01% 752
2025
Q1 		$17.6K Buy
532
+355
+201% +$12.5K ﹤0.01% 2158
2024
Q4 		$6.08K Buy
177
+57
+48% +$1.98K ﹤0.01% 2666
2024
Q3 		$3.97K Buy
120
+53
+79% +$1.7K ﹤0.01% 2671
2024
Q2 		$2.08K Buy
67
+16
+31% +$430 ﹤0.01% 2904
2024
Q1 		$1.43K Hold
51
– – ﹤0.01% 2950
2023
Q4 		$1.52K Buy
51
+34
+200% +$882 ﹤0.01% 2796
2023
Q3 		$390 Buy
+17
New +$409 ﹤0.01% 3099
2023
Q1 		– Sell
-112
Closed -$3.45K – 3292
2022
Q4 		$3.45K Buy
112
+60
+115% +$1.86K ﹤0.01% 2038
2022
Q3 		$1K Buy
52
+45
+643% +$1.29K ﹤0.01% 2520
2022
Q2 		$0 Sell
7
-1,017
-99% -$29K ﹤0.01% 2813
2022
Q1 		$31K Buy
1,024
+1,011
+7,777% +$31.8K ﹤0.01% 1066
2021
Q4 		$0 Buy
+13
New +$414 ﹤0.01% 2118

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

Allworth Financial's TOWN Position: Q2 2026 in Review

Allworth Financial increased its Towne Bank (TOWN) stake by 1.9% in Q2 2026, buying an estimated $11.9K and bringing the position to 18,032 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Allworth Financial first reported a position in TOWN in Q4 2021 and has held it in 17 quarters since. The position peaked at $668K in Q2 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Allworth Financial held 18,032 shares of Towne Bank worth $653K as of Q2 2026.
  • Allworth Financial bought 342 Towne Bank shares in Q2 2026, an estimated $11.9K.
  • Towne Bank made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #883 holding.
  • Allworth Financial first reported a position in Towne Bank in Q4 2021 and has held it in 17 quarters since.
  • Allworth Financial's Towne Bank position peaked at $668K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.