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Legacy Wealth Asset Management’s Towne Bank TOWN Stock Holding History

Legacy Wealth Asset 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 		$209K Sell
5,760
-368
-6% -$12.9K 0.05% 368
2026
Q1 		$206K Buy
+6,128
New +$213K 0.05% 364
2025
Q4 		– Sell
-5,884
Closed -$203K – 380
2025
Q3 		$203K Buy
+5,884
New +$211K 0.05% 352

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

Legacy Wealth Asset Management's TOWN Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Towne Bank (TOWN) stake by 6% in Q2 2026, selling an estimated $12.9K and leaving 5,760 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #368.

Legacy Wealth Asset Management first reported a position in TOWN in Q3 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Legacy Wealth Asset Management held 5,760 shares of Towne Bank worth $209K as of Q2 2026.
  • Legacy Wealth Asset Management sold 368 Towne Bank shares in Q2 2026, an estimated $12.9K.
  • Towne Bank made up 0.05% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #368 holding.
  • Legacy Wealth Asset Management first reported a position in Towne Bank in Q3 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.