LWAM
TOWN icon

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
Q3 		– Sell
-5,760
Closed -$209K – 398
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AC
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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's TOWN Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Towne Bank (TOWN) in Q3 2026, closing a stake of 5,760 shares — an estimated $209K sold.

Legacy Wealth Asset Management first reported a position in TOWN in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q2 2026. 15 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Towne Bank position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,760 Towne Bank shares in Q3 2026, an estimated $209K.
  • Legacy Wealth Asset Management first reported a position in Towne Bank in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Towne Bank position peaked at $209K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.