Creative Planning
TOWN icon

Creative Planning’s Towne Bank TOWN Stock Holding History

Creative Planning’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 		$1.96M Buy
54,059
+16,970
+46% +$593K ﹤0.01% 2106
2026
Q1 		$1.25M Buy
37,089
+7,975
+27% +$277K ﹤0.01% 2277
2025
Q4 		$972K Sell
29,114
-9,649
-25% -$325K ﹤0.01% 2310
2025
Q3 		$1.34M Buy
38,763
+12,529
+48% +$449K ﹤0.01% 1853
2025
Q2 		$897K Buy
26,234
+5,937
+29% +$198K ﹤0.01% 1957
2025
Q1 		$694K Buy
20,297
+219
+1% +$7.71K ﹤0.01% 2011
2024
Q4 		$684K Buy
20,078
+1,006
+5% +$35K ﹤0.01% 1939
2024
Q3 		$631K Sell
19,072
-1,233
-6% -$39.6K ﹤0.01% 1903
2024
Q2 		$554K Sell
20,305
-1,595
-7% -$42.9K ﹤0.01% 1860
2024
Q1 		$615K Buy
21,900
+4,407
+25% +$122K ﹤0.01% 1698
2023
Q4 		$521K Buy
+17,493
New +$454K ﹤0.01% 1694
2017
Q2 		– Sell
-300
Closed -$10K – 4830
2017
Q1 		$10K Sell
300
-75
-20% -$2.43K ﹤0.01% 3605
2016
Q4 		$12K Buy
+375
New +$10.8K ﹤0.01% 3437
2016
Q2 		– Sell
-300
Closed -$6K – 4523
2016
Q1 		$6K Buy
+300
New +$5.55K ﹤0.01% 3512

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

Creative Planning's TOWN Position: Q2 2026 in Review

Creative Planning increased its Towne Bank (TOWN) stake by 46% in Q2 2026, buying an estimated $593K and bringing the position to 54,059 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Creative Planning first reported a position in TOWN in Q1 2016 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Creative Planning held 54,059 shares of Towne Bank worth $1.96M as of Q2 2026.
  • Creative Planning bought 16,970 Towne Bank shares in Q2 2026, an estimated $593K.
  • Towne Bank made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2106 holding.
  • Creative Planning first reported a position in Towne Bank in Q1 2016 and has held it in 14 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.