AC
TOWN icon

Apella Capital’s Towne Bank TOWN Stock Holding History

Apella Capital’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
Q3 		$1.76M Buy
50,280
+199
+0.4% +$7.37K 0.02% 301
2026
Q2 		$1.81M Buy
50,081
+13
+0% +$454 0.03% 279
2026
Q1 		$1.82M Buy
+50,068
New +$1.74M 0.03% 271

Other funds holding TOWN

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital's TOWN Position: Q3 2026 in Review

Apella Capital increased its Towne Bank (TOWN) stake by 0.4% in Q3 2026, buying an estimated $7.37K and bringing the position to 50,280 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #301.

Apella Capital first reported a position in TOWN in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.82M in Q1 2026. 15 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

  • Apella Capital held 50,280 shares of Towne Bank worth $1.76M as of Q3 2026.
  • Apella Capital bought 199 Towne Bank shares in Q3 2026, an estimated $7.37K.
  • Towne Bank made up 0.02% of Apella Capital's portfolio in Q3 2026, its #301 holding.
  • Apella Capital first reported a position in Towne Bank in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Towne Bank position peaked at $1.82M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.