Biltmore Family Office’s Towne Bank TOWN Stock Holding History

Biltmore Family Office’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	$256K	Hold	7,000	–	–	0.03%	229
2026 Q1	$238K	Buy	+7,000	New	+$243K	0.03%	225

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Biltmore Family Office's TOWN Position: Q2 2026 in Review

Biltmore Family Office held its Towne Bank (TOWN) position steady in Q2 2026 at 7,000 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #229.

Biltmore Family Office first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Biltmore Family Office held 7,000 shares of Towne Bank worth $256K as of Q2 2026.
Biltmore Family Office left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #229 holding.
Biltmore Family Office first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.