Blue Rock Wealth Management’s Towne Bank TOWN Stock Holding History

Blue Rock 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 Q3	$1M	Buy	+28,190	New	+$1.04M	0.6%	31

Other funds holding TOWN

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Blue Rock Wealth Management's TOWN Position: Q3 2026 in Review

Blue Rock Wealth Management opened a new position in Towne Bank (TOWN) in Q3 2026: 28,190 shares worth $1M. The stake represents 0.6% of the portfolio and ranks #31 among its holdings.

19 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

Blue Rock Wealth Management held 28,190 shares of Towne Bank worth $1M as of Q3 2026.
Towne Bank was a new Blue Rock Wealth Management position in Q3 2026.
Towne Bank made up 0.6% of Blue Rock Wealth Management's portfolio in Q3 2026, its #31 holding.
19 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Blue Rock Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.