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Old North State Wealth Management’s Towne Bank TOWN Stock Holding History

Old North State 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 		$1.31M Buy
36,284
+994
+3% +$34.7K 0.56% 42
2026
Q1 		$1.19M Buy
+35,290
New +$1.23M 0.55% 44

Other funds holding TOWN

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Old North State Wealth Management's TOWN Position: Q2 2026 in Review

Old North State Wealth Management increased its Towne Bank (TOWN) stake by 2.8% in Q2 2026, buying an estimated $34.7K and bringing the position to 36,284 shares worth $1.31M. The position accounts for 0.56% of the portfolio, ranked #42.

Old North State Wealth Management first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Old North State Wealth Management held 36,284 shares of Towne Bank worth $1.31M as of Q2 2026.
  • Old North State Wealth Management bought 994 Towne Bank shares in Q2 2026, an estimated $34.7K.
  • Towne Bank made up 0.56% of Old North State Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Old North State Wealth Management first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.