Meriwether Wealth & Planning’s Towne Bank TOWN Stock Holding History

Meriwether Wealth & Planning’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	$428	Buy	+12	New	+$444	﹤0.01%	784

Other funds holding TOWN

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Old North State Wealth Management Wilmington, North Carolina $241M AUM 25.34% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Meriwether Wealth & Planning's TOWN Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Towne Bank (TOWN) in Q3 2026: 12 shares worth $428. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings.

50 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

Meriwether Wealth & Planning held 12 shares of Towne Bank worth $428 as of Q3 2026.
Towne Bank was a new Meriwether Wealth & Planning position in Q3 2026.
Towne Bank made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #784 holding.
50 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.