AssetMark Inc
TOWN icon

AssetMark Inc’s Towne Bank TOWN Stock Holding History

AssetMark Inc’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 		$2.14K Hold
59
– – ﹤0.01% 2943
2026
Q1 		$1.99K Sell
59
-15
-20% -$521 ﹤0.01% 2859
2025
Q4 		$2.47K Sell
74
-1,926
-96% -$64.8K ﹤0.01% 2714
2025
Q3 		$69.1K Buy
+2,000
New +$71.7K ﹤0.01% 1528

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

AssetMark Inc's TOWN Position: Q2 2026 in Review

AssetMark Inc held its Towne Bank (TOWN) position steady in Q2 2026 at 59 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

AssetMark Inc first reported a position in TOWN in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.1K in Q3 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • AssetMark Inc held 59 shares of Towne Bank worth $2.14K as of Q2 2026.
  • AssetMark Inc left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2943 holding.
  • AssetMark Inc first reported a position in Towne Bank in Q3 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Towne Bank position peaked at $69.1K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.