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DiNuzzo Private Wealth’s Towne Bank TOWN Stock Holding History

DiNuzzo Private 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 		$435 Hold
12
– – ﹤0.01% 1135
2026
Q1 		$405 Hold
12
– – ﹤0.01% 1128
2025
Q4 		$401 Hold
12
– – ﹤0.01% 1142
2025
Q3 		$441 Hold
12
– – ﹤0.01% 1118
2025
Q2 		$411 Buy
12
+2
+20% +$67 ﹤0.01% 1119
2025
Q1 		$342 Hold
10
– – ﹤0.01% 1158
2024
Q4 		$341 Hold
10
– – ﹤0.01% 1186
2024
Q3 		$331 Buy
10
+1
+11% +$32 ﹤0.01% 1217
2024
Q2 		$246 Buy
9
+1
+13% +$27 ﹤0.01% 1232
2024
Q1 		$225 Buy
8
+1
+14% +$28 ﹤0.01% 1181
2023
Q4 		$209 Buy
+7
New +$182 ﹤0.01% 1218

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

DiNuzzo Private Wealth's TOWN Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Towne Bank (TOWN) position steady in Q2 2026 at 12 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

DiNuzzo Private Wealth first reported a position in TOWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $441 in Q3 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • DiNuzzo Private Wealth held 12 shares of Towne Bank worth $435 as of Q2 2026.
  • DiNuzzo Private Wealth left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1135 holding.
  • DiNuzzo Private Wealth first reported a position in Towne Bank in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Towne Bank position peaked at $441 in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.