First Western Trust Bank’s Towne Bank TOWN Stock Holding History

First Western Trust Bank’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	$545K	Buy	15,038 +44	+0.3%	+$1.54K	0.03%	132
2026 Q1	$505K	Sell	14,994 -248	-2%	-$8.61K	0.03%	118
2025 Q4	$509K	Sell	15,242 -124	-0.8%	-$4.17K	0.03%	122
2025 Q3	$531K	Sell	15,366 -101	-0.7%	-$3.62K	0.02%	115
2025 Q2	$529K	Sell	15,467 -104	-0.7%	-$3.47K	0.02%	114
2025 Q1	$532K	Sell	15,571 -2,657	-15%	-$93.6K	0.03%	114
2024 Q4	$621K	Buy	18,228 +105	+0.6%	+$3.65K	0.03%	112
2024 Q3	$599K	Buy	18,123 +745	+4%	+$23.9K	0.03%	112
2024 Q2	$474K	Hold	17,378	–	–	0.02%	126
2024 Q1	$488K	Hold	17,378	–	–	0.02%	124
2023 Q4	$517K	Hold	17,378	–	–	0.03%	123
2023 Q3	$398K	Hold	17,378	–	–	0.02%	128
2023 Q2	$404K	Hold	17,378	–	–	0.02%	136
2023 Q1	$463K	Hold	17,378	–	–	0.02%	127
2022 Q4	$536K	Hold	17,378	–	–	0.03%	115
2022 Q3	$466K	Hold	17,378	–	–	0.03%	112
2022 Q2	$472K	Hold	17,378	–	–	0.03%	114
2022 Q1	$527K	Buy	+17,378	New	+$547K	0.03%	119

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

First Western Trust Bank's TOWN Position: Q2 2026 in Review

First Western Trust Bank increased its Towne Bank (TOWN) stake by 0.29% in Q2 2026, buying an estimated $1.54K and bringing the position to 15,038 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #132.

First Western Trust Bank first reported a position in TOWN in Q1 2022 and has held it in 18 quarters since. The position peaked at $621K in Q4 2024. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

First Western Trust Bank held 15,038 shares of Towne Bank worth $545K as of Q2 2026.
First Western Trust Bank bought 44 Towne Bank shares in Q2 2026, an estimated $1.54K.
Towne Bank made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #132 holding.
First Western Trust Bank first reported a position in Towne Bank in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Towne Bank position peaked at $621K in Q4 2024.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.