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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Creative Planning's TOWN Position: Q1 2026 in Review

Creative Planning increased its Towne Bank (TOWN) stake by 27% in Q1 2026, buying an estimated $277K and bringing the position to 37,089 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Creative Planning first reported a position in TOWN in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2025. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Creative Planning held 37,089 shares of Towne Bank worth $1.25M as of Q1 2026.
Creative Planning bought 7,975 Towne Bank shares in Q1 2026, an estimated $277K.
Towne Bank made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2277 holding.
Creative Planning first reported a position in Towne Bank in Q1 2016 and has held it in 13 quarters since.
Creative Planning's Towne Bank position peaked at $1.34M in Q3 2025.
286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.