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Navigoe Wealth Management’s Towne Bank TOWN Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+3
New +$105 ﹤0.01% 1114

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Navigoe Wealth Management's TOWN Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Towne Bank (TOWN) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings.

298 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Navigoe Wealth Management held 3 shares of Towne Bank worth $0 as of Q2 2026.
  • Towne Bank was a new Navigoe Wealth Management position in Q2 2026.
  • Towne Bank made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • 298 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.