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OneDigital Investment Advisors’s Towne Bank TOWN Stock Holding History

OneDigital Investment Advisors’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 		$226K Buy
6,245
+46
+0.7% +$1.61K ﹤0.01% 1444
2026
Q1 		$209K Buy
+6,199
New +$215K ﹤0.01% 1385

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

OneDigital Investment Advisors's TOWN Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Towne Bank (TOWN) stake by 0.74% in Q2 2026, buying an estimated $1.61K and bringing the position to 6,245 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

OneDigital Investment Advisors first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • OneDigital Investment Advisors held 6,245 shares of Towne Bank worth $226K as of Q2 2026.
  • OneDigital Investment Advisors bought 46 Towne Bank shares in Q2 2026, an estimated $1.61K.
  • Towne Bank made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1444 holding.
  • OneDigital Investment Advisors first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.