RWM
TOWN icon

Rialto Wealth Management’s Towne Bank TOWN Stock Holding History

Rialto 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 		$762 Sell
21
-1
-5% -$35 ﹤0.01% 1474
2026
Q1 		$741 Buy
22
+15
+214% +$521 ﹤0.01% 1222
2025
Q4 		$234 Buy
7
+1
+17% +$34 ﹤0.01% 1490
2025
Q3 		$208 Buy
6
+3
+100% +$107 ﹤0.01% 1485
2025
Q2 		$103 Buy
+3
New +$100 ﹤0.01% 1527

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

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

Rialto Wealth Management reduced its Towne Bank (TOWN) stake by 4.5% in Q2 2026, selling an estimated $35 and leaving 21 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Rialto Wealth Management first reported a position in TOWN in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Towne Bank worth $762 as of Q2 2026.
  • Rialto Wealth Management sold 1 Towne Bank share in Q2 2026, an estimated $35.
  • Towne Bank made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1474 holding.
  • Rialto Wealth Management first reported a position in Towne Bank in Q2 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.