Northwestern Mutual Wealth Management’s Towne Bank TOWN Stock Holding History

Northwestern Mutual 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	$82.1K	Buy	2,266 +36	+2%	+$1.26K	﹤0.01%	2344
2026 Q1	$75.1K	Buy	2,230 +72	+3%	+$2.5K	﹤0.01%	2295
2025 Q4	$72K	Hold	2,158	–	–	﹤0.01%	2264
2025 Q3	$74.6K	Hold	2,158	–	–	﹤0.01%	2174
2025 Q2	$73.8K	Hold	2,158	–	–	﹤0.01%	2107
2025 Q1	$73.8K	Hold	2,158	–	–	﹤0.01%	2044
2024 Q4	$73.5K	Buy	2,158 +1,936	+872%	+$67.3K	﹤0.01%	2030
2024 Q3	$7.34K	Hold	222	–	–	﹤0.01%	2799
2024 Q2	$6.05K	Hold	222	–	–	﹤0.01%	2809
2024 Q1	$6.23K	Sell	222 -4,012	-95%	-$111K	﹤0.01%	2778
2023 Q4	$126K	Buy	4,234 +4,012	+1,807%	+$104K	﹤0.01%	1693
2023 Q3	$5.09K	Hold	222	–	–	﹤0.01%	2748
2023 Q2	$5.16K	Hold	222	–	–	﹤0.01%	2774
2023 Q1	$5.92K	Hold	222	–	–	﹤0.01%	2693
2022 Q4	$6.85K	Hold	222	–	–	﹤0.01%	2633
2022 Q3	$6K	Sell	222 -7,653	-97%	-$220K	﹤0.01%	2655
2022 Q2	$214K	Buy	+7,875	New	+$225K	﹤0.01%	1368
2021 Q4	–	Sell	-1,326	Closed	-$41K	–	3339
2021 Q3	$41K	Buy	+1,326	New	+$39.9K	﹤0.01%	1964
2021 Q2	–	Sell	-150	Closed	-$5K	–	3154
2021 Q1	$5K	Buy	+150	New	+$4.17K	﹤0.01%	2467
2019 Q4	–	Sell	-50	Closed	-$1K	–	2618
2019 Q3	$1K	Buy	+50	New	+$1.36K	﹤0.01%	2396
2018 Q4	–	Sell	-682	Closed	-$21K	–	2653
2018 Q3	$21K	Hold	682	–	–	﹤0.01%	1644
2018 Q2	$22K	Hold	682	–	–	﹤0.01%	1568
2018 Q1	$20K	Buy	+682	New	+$20.5K	﹤0.01%	1541

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

Northwestern Mutual Wealth Management's TOWN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Towne Bank (TOWN) stake by 1.6% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,266 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Northwestern Mutual Wealth Management first reported a position in TOWN in Q1 2018 and has held it in 23 quarters since. The position peaked at $214K in Q2 2022. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Northwestern Mutual Wealth Management held 2,266 shares of Towne Bank worth $82.1K as of Q2 2026.
Northwestern Mutual Wealth Management bought 36 Towne Bank shares in Q2 2026, an estimated $1.26K.
Towne Bank made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2344 holding.
Northwestern Mutual Wealth Management first reported a position in Towne Bank in Q1 2018 and has held it in 23 quarters since.
Northwestern Mutual Wealth Management's Towne Bank position peaked at $214K in Q2 2022.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.