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Dogwood Wealth Management’s Towne Bank TOWN Stock Holding History

Dogwood Wealth Management’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 		$4.38K Hold
121
– – ﹤0.01% 532
2026
Q1 		$4.07K Hold
121
– – ﹤0.01% 516
2025
Q4 		$4.04K Sell
121
-69
-36% -$2.32K ﹤0.01% 460
2025
Q3 		$6.57K Hold
190
– – ﹤0.01% 346
2025
Q2 		$6.82K Buy
+190
New +$6.34K ﹤0.01% 357

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

Dogwood Wealth Management's TOWN Position: Q2 2026 in Review

Dogwood Wealth Management held its Towne Bank (TOWN) position steady in Q2 2026 at 121 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Dogwood Wealth Management first reported a position in TOWN in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.82K in Q2 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Dogwood Wealth Management held 121 shares of Towne Bank worth $4.38K as of Q2 2026.
  • Dogwood Wealth Management left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Dogwood Wealth Management first reported a position in Towne Bank in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Towne Bank position peaked at $6.82K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.