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Bay Harbor Wealth Management’s Towne Bank TOWN Stock Holding History

Bay Harbor Wealth Management’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 		$290 Hold
8
– – ﹤0.01% 1144
2026
Q1 		$269 Buy
8
+1
+14% +$35 ﹤0.01% 1111
2025
Q4 		$235 Buy
7
+2
+40% +$67 ﹤0.01% 1088
2025
Q3 		$172 Buy
5
+1
+25% +$36 ﹤0.01% 1071
2025
Q2 		$137 Buy
4
+3
+300% +$100 ﹤0.01% 1038
2025
Q1 		$34 Buy
+1
New +$35 ﹤0.01% 1074

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

Bay Harbor Wealth Management's TOWN Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Towne Bank (TOWN) position steady in Q2 2026 at 8 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Bay Harbor Wealth Management first reported a position in TOWN in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Towne Bank worth $290 as of Q2 2026.
  • Bay Harbor Wealth Management left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1144 holding.
  • Bay Harbor Wealth Management first reported a position in Towne Bank in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.