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 Q2	$1.78M	Sell	49,166 -80,840	-62%	-$2.82M	﹤0.01%	1400
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's TOWN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Towne Bank (TOWN) stake by 62% in Q2 2026, selling an estimated $2.82M and leaving 49,166 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Focus Partners Wealth first reported a position in TOWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.95M in Q2 2025. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Focus Partners Wealth held 49,166 shares of Towne Bank worth $1.78M as of Q2 2026.
Focus Partners Wealth sold 80,840 Towne Bank shares in Q2 2026, an estimated $2.82M.
Towne Bank made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1400 holding.
Focus Partners Wealth first reported a position in Towne Bank in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Towne Bank position peaked at $4.95M in Q2 2025.
300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.