FFO
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Fortitude Family Office’s Towne Bank TOWN Stock Holding History

Fortitude Family Office’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
Q3 		$4.13K Buy
116
+73
+170% +$2.7K ﹤0.01% 1666
2026
Q2 		$1.56K Hold
43
– – ﹤0.01% 1587
2026
Q1 		$1.45K Buy
43
+20
+87% +$695 ﹤0.01% 1397
2025
Q4 		$768 Buy
23
+8
+53% +$269 ﹤0.01% 1554
2025
Q3 		$519 Hold
15
– – ﹤0.01% 1797
2025
Q2 		$513 Buy
+15
New +$500 ﹤0.01% 1799

Other funds holding TOWN

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Fortitude Family Office's TOWN Position: Q3 2026 in Review

Fortitude Family Office increased its Towne Bank (TOWN) stake by 170% in Q3 2026, buying an estimated $2.7K and bringing the position to 116 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Fortitude Family Office first reported a position in TOWN in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

  • Fortitude Family Office held 116 shares of Towne Bank worth $4.13K as of Q3 2026.
  • Fortitude Family Office bought 73 Towne Bank shares in Q3 2026, an estimated $2.7K.
  • Towne Bank made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1666 holding.
  • Fortitude Family Office first reported a position in Towne Bank in Q2 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.