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Pinnacle Wealth Planning Services’s Towne Bank TOWN Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.13K Hold
252
– – ﹤0.01% 2102
2026
Q1 		$8.48K Hold
252
– – ﹤0.01% 2066
2025
Q4 		$8.41K Buy
+252
New +$8.48K ﹤0.01% 2079
2021
Q1 		– Sell
-252
Closed -$6K – 1797
2020
Q4 		$6K Buy
+252
New +$5.21K ﹤0.01% 1608

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

Pinnacle Wealth Planning Services's TOWN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Towne Bank (TOWN) position steady in Q2 2026 at 252 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Pinnacle Wealth Planning Services first reported a position in TOWN in Q4 2020 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 252 shares of Towne Bank worth $9.13K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2102 holding.
  • Pinnacle Wealth Planning Services first reported a position in Towne Bank in Q4 2020 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.