CW
TOWN icon

CrossGen Wealth’s Towne Bank TOWN Stock Holding History

CrossGen Wealth’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 		$33.6K Hold
928
– – 0.03% 107
2026
Q1 		$31.2K Sell
928
-662
-42% -$23K 0.03% 112
2025
Q4 		$53.1K Buy
+1,590
New +$53.5K 0.05% 97

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

CrossGen Wealth's TOWN Position: Q2 2026 in Review

CrossGen Wealth held its Towne Bank (TOWN) position steady in Q2 2026 at 928 shares worth $33.6K. The position accounts for 0.03% of the portfolio, ranked #107.

CrossGen Wealth first reported a position in TOWN in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.1K in Q4 2025. 298 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • CrossGen Wealth held 928 shares of Towne Bank worth $33.6K as of Q2 2026.
  • CrossGen Wealth left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up 0.03% of CrossGen Wealth's portfolio in Q2 2026, its #107 holding.
  • CrossGen Wealth first reported a position in Towne Bank in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Towne Bank position peaked at $53.1K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.