MassMutual Private Wealth & Trust’s Towne Bank TOWN Stock Holding History

MassMutual Private Wealth & Trust’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	$820	Hold	23	–	–	﹤0.01%	2131
2026 Q2	$834	Hold	23	–	–	﹤0.01%	2203
2026 Q1	$774	Hold	23	–	–	﹤0.01%	2178
2025 Q4	$768	Hold	23	–	–	﹤0.01%	2186
2025 Q3	$795	Hold	23	–	–	﹤0.01%	2177
2025 Q2	$786	Sell	23 -18	-44%	-$600	﹤0.01%	2165
2025 Q1	$1.4K	Buy	41 +18	+78%	+$634	﹤0.01%	2028
2024 Q4	$783	Buy	+23	New	+$800	﹤0.01%	2080
2023 Q4	–	Sell	-40	Closed	-$917	–	2091
2023 Q3	$917	Buy	40 +19	+90%	+$458	﹤0.01%	1712
2023 Q2	$488	Buy	+21	New	+$505	﹤0.01%	1784
2023 Q1	–	Sell	-37	Closed	-$1.09K	–	1897
2022 Q4	$1K	Buy	+37	New	+$1.15K	﹤0.01%	1559

Other funds holding TOWN

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's TOWN Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Towne Bank (TOWN) position steady in Q3 2026 at 23 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

MassMutual Private Wealth & Trust first reported a position in TOWN in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.4K in Q1 2025. 18 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

MassMutual Private Wealth & Trust held 23 shares of Towne Bank worth $820 as of Q3 2026.
MassMutual Private Wealth & Trust left its Towne Bank share count unchanged in Q3 2026.
Towne Bank made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2131 holding.
MassMutual Private Wealth & Trust first reported a position in Towne Bank in Q4 2022 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Towne Bank position peaked at $1.4K in Q1 2025.
18 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.