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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
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

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

Apella Capital's TOWN Position: Q2 2026 in Review

Apella Capital increased its Towne Bank (TOWN) stake by 0.03% in Q2 2026, buying an estimated $454 and bringing the position to 50,081 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #279.

Apella Capital first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.82M in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Apella Capital held 50,081 shares of Towne Bank worth $1.81M as of Q2 2026.
  • Apella Capital bought 13 Towne Bank shares in Q2 2026, an estimated $454.
  • Towne Bank made up 0.03% of Apella Capital's portfolio in Q2 2026, its #279 holding.
  • Apella Capital first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Towne Bank position peaked at $1.82M in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.