Peak Planning Group’s Towne Bank TOWN Stock Holding History

Peak Planning Group’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	$1.2M	Sell	33,081 -286	-0.9%	-$9.99K	0.27%	48
2026 Q1	$1.12M	Sell	33,367 -5,229	-14%	-$182K	0.31%	47
2025 Q4	$1.29M	Sell	38,596 -3,835	-9%	-$129K	0.36%	41
2025 Q3	$1.47M	Hold	42,431	–	–	0.76%	22
2025 Q2	$1.45M	Sell	42,431 -2,130	-5%	-$71.1K	0.93%	19
2025 Q1	$1.52M	Hold	44,561	–	–	0.64%	30
2024 Q4	$1.52M	Sell	44,561 -850	-2%	-$29.6K	0.63%	28
2024 Q3	$1.5M	Hold	45,411	–	–	0.66%	29
2024 Q2	$1.24M	Buy	+45,411	New	+$1.22M	0.61%	32

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

Peak Planning Group's TOWN Position: Q2 2026 in Review

Peak Planning Group reduced its Towne Bank (TOWN) stake by 0.86% in Q2 2026, selling an estimated $9.99K and leaving 33,081 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #48.

Peak Planning Group first reported a position in TOWN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q1 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Peak Planning Group held 33,081 shares of Towne Bank worth $1.2M as of Q2 2026.
Peak Planning Group sold 286 Towne Bank shares in Q2 2026, an estimated $9.99K.
Towne Bank made up 0.27% of Peak Planning Group's portfolio in Q2 2026, its #48 holding.
Peak Planning Group first reported a position in Towne Bank in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's Towne Bank position peaked at $1.52M in Q1 2025.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.