Raffa Wealth Management’s Towne Bank TOWN Stock Holding History

Raffa Wealth Management’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	$36	Hold	1	–	–	﹤0.01%	1542
2026 Q1	$34	Buy	+1	New	+$35	﹤0.01%	1450

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

Raffa Wealth Management's TOWN Position: Q2 2026 in Review

Raffa Wealth Management held its Towne Bank (TOWN) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Raffa Wealth Management first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Raffa Wealth Management held 1 share of Towne Bank worth $36 as of Q2 2026.
Raffa Wealth Management left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1542 holding.
Raffa Wealth Management first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
282 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.