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	–	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

MassMutual Private Wealth & Trust's TOWN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Towne Bank (TOWN) position steady in Q2 2026 at 23 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

MassMutual Private Wealth & Trust first reported a position in TOWN in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.4K in Q1 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

MassMutual Private Wealth & Trust held 23 shares of Towne Bank worth $834 as of Q2 2026.
MassMutual Private Wealth & Trust left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2203 holding.
MassMutual Private Wealth & Trust first reported a position in Towne Bank in Q4 2022 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Towne Bank position peaked at $1.4K in Q1 2025.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.