MPWT
TOWN icon

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
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 – 2092
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 – 1919
2022
Q4 		$1K Buy
+37
New +$1.15K ﹤0.01% 1559

Other funds holding TOWN

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return