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 Q2	–	Sell	-603	Closed	-$20.3K	–	548
2026 Q1	$20.3K	Buy	+603	New	+$20.9K	﹤0.01%	599

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

Opal Wealth Advisors's TOWN Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 603 shares — an estimated $20.3K sold.

Opal Wealth Advisors first reported a position in TOWN in Q1 2026 and held it in 1 quarter. The position peaked at $20.3K in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Opal Wealth Advisors reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 603 Towne Bank shares in Q2 2026, an estimated $20.3K.
Opal Wealth Advisors first reported a position in Towne Bank in Q1 2026 and held it in 1 quarter.
Opal Wealth Advisors's Towne Bank position peaked at $20.3K in Q1 2026.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.