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Prosperity Consulting Group’s Towne Bank TOWN Stock Holding History

Prosperity Consulting 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 		$525K Sell
14,500
-2,000
-12% -$69.8K 0.02% 376
2026
Q1 		$556K Buy
16,500
+4,925
+43% +$171K 0.02% 344
2025
Q4 		$386K Sell
11,575
-170
-1% -$5.72K 0.02% 398
2025
Q3 		$406K Sell
11,745
-354
-3% -$12.7K 0.02% 366
2025
Q2 		$414K Hold
12,099
– – 0.03% 327
2025
Q1 		$414K Hold
12,099
– – 0.03% 325
2024
Q4 		$412K Hold
12,099
– – 0.03% 335
2024
Q3 		$400K Buy
+12,099
New +$389K 0.03% 339

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

Prosperity Consulting Group's TOWN Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Towne Bank (TOWN) stake by 12% in Q2 2026, selling an estimated $69.8K and leaving 14,500 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #376.

Prosperity Consulting Group first reported a position in TOWN in Q3 2024 and has held it in 8 quarters since. The position peaked at $556K in Q1 2026. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Prosperity Consulting Group held 14,500 shares of Towne Bank worth $525K as of Q2 2026.
  • Prosperity Consulting Group sold 2,000 Towne Bank shares in Q2 2026, an estimated $69.8K.
  • Towne Bank made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #376 holding.
  • Prosperity Consulting Group first reported a position in Towne Bank in Q3 2024 and has held it in 8 quarters since.
  • Prosperity Consulting Group's Towne Bank position peaked at $556K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.