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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return