OHWP
TOWN icon

Oak Harbor Wealth Partners’s Towne Bank TOWN Stock Holding History

Oak Harbor Wealth Partners’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
Q1 		$500K Buy
14,843
+8,103
+120% +$281K 0.12% 141
2025
Q4 		$225K Hold
6,740
– – 0.05% 186
2025
Q3 		$233K Hold
6,740
– – 0.06% 186
2025
Q2 		$230K Buy
6,740
+10
+0.1% +$334 0.06% 180
2025
Q1 		$230K Buy
6,730
+473
+8% +$16.7K 0.07% 186
2024
Q4 		$213K Hold
6,257
– – 0.06% 165
2024
Q3 		$207K Sell
6,257
-2,151
-26% -$69.1K 0.06% 165
2024
Q2 		$229K Buy
8,408
+549
+7% +$14.8K 0.07% 152
2024
Q1 		$221K Hold
7,859
– – 0.07% 163
2023
Q4 		$234K Buy
+7,859
New +$204K 0.08% 151
2023
Q1 		– Sell
-6,916
Closed -$213K – 230
2022
Q4 		$213K Buy
+6,916
New +$214K 0.08% 152

Other funds holding TOWN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM