MBL Wealth’s Towne Bank TOWN Stock Holding History

MBL Wealth’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	$5.15M	Sell	142,128 -1,952	-1%	-$68.2K	0.35%	57
2026 Q1	$4.85M	Buy	+144,080	New	+$5M	0.37%	56

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

MBL Wealth's TOWN Position: Q2 2026 in Review

MBL Wealth reduced its Towne Bank (TOWN) stake by 1.4% in Q2 2026, selling an estimated $68.2K and leaving 142,128 shares worth $5.15M. The position accounts for 0.35% of the portfolio, ranked #57.

MBL Wealth first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

MBL Wealth held 142,128 shares of Towne Bank worth $5.15M as of Q2 2026.
MBL Wealth sold 1,952 Towne Bank shares in Q2 2026, an estimated $68.2K.
Towne Bank made up 0.35% of MBL Wealth's portfolio in Q2 2026, its #57 holding.
MBL Wealth first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.