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Opal Wealth Advisors’s Towne Bank TOWN Stock Holding History

Opal Wealth 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
Q1 		$20.3K Buy
+603
New +$20.9K ﹤0.01% 599

Other funds holding TOWN

BlackRock
BlackRock New York $5.72T 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

Opal Wealth Advisors's TOWN Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Towne Bank (TOWN) in Q1 2026: 603 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings.

286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Opal Wealth Advisors held 603 shares of Towne Bank worth $20.3K as of Q1 2026.
  • Towne Bank was a new Opal Wealth Advisors position in Q1 2026.
  • Towne Bank made up ﹤0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #599 holding.
  • 286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.