Focus Partners Wealth’s Towne Bank TOWN Stock Holding History

Focus Partners 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 Q1	$4.38M	Buy	130,006 +1,467	+1%	+$51K	﹤0.01%	980
2025 Q4	$4.29M	Sell	128,539 -5,883	-4%	-$198K	﹤0.01%	994
2025 Q3	$4.65M	Sell	134,422 -10,351	-7%	-$371K	0.01%	764
2025 Q2	$4.95M	Buy	144,773 +1,433	+1%	+$47.8K	0.01%	678
2025 Q1	$4.9M	Buy	143,340 +9,159	+7%	+$323K	0.01%	633
2024 Q4	$4.57M	Sell	134,181 -714	-0.5%	-$24.8K	0.01%	637
2024 Q3	$4.46M	Buy	134,895 +109,701	+435%	+$3.53M	0.01%	589
2024 Q2	$687K	Hold	25,194	–	–	﹤0.01%	876
2024 Q1	$707K	Hold	25,194	–	–	0.01%	661
2023 Q4	$750K	Buy	+25,194	New	+$653K	0.01%	503

Other funds holding TOWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Focus Partners Wealth's TOWN Position: Q1 2026 in Review

Focus Partners Wealth increased its Towne Bank (TOWN) stake by 1.1% in Q1 2026, buying an estimated $51K and bringing the position to 130,006 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Focus Partners Wealth first reported a position in TOWN in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.95M in Q2 2025. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Focus Partners Wealth held 130,006 shares of Towne Bank worth $4.38M as of Q1 2026.
Focus Partners Wealth bought 1,467 Towne Bank shares in Q1 2026, an estimated $51K.
Towne Bank made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #980 holding.
Focus Partners Wealth first reported a position in Towne Bank in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Towne Bank position peaked at $4.95M in Q2 2025.
286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.