TPCW
TOWN icon

TD Private Client Wealth’s Towne Bank TOWN Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-7
Closed -$234 – 1740
2025
Q4 		$234 Buy
+7
New +$236 ﹤0.01% 1525
2023
Q3 		– Sell
-170
Closed -$3.95K – 1270
2023
Q2 		$3.95K Hold
170
– – ﹤0.01% 1139
2023
Q1 		$4.53K Hold
170
– – ﹤0.01% 1110
2022
Q4 		$5.24K Hold
170
– – ﹤0.01% 1073
2022
Q3 		$4.56K Hold
170
– – ﹤0.01% 1069
2022
Q2 		$4.62K Hold
170
– – ﹤0.01% 1081
2022
Q1 		$5.09K Buy
+170
New +$5.35K ﹤0.01% 1103

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

TD Private Client Wealth's TOWN Position: Q1 2026 in Review

TD Private Client Wealth sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 7 shares — an estimated $234 sold.

TD Private Client Wealth first reported a position in TOWN in Q1 2022 and held it in 7 quarters. The position peaked at $5.24K in Q4 2022. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • TD Private Client Wealth reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 7 Towne Bank shares in Q1 2026, an estimated $234.
  • TD Private Client Wealth first reported a position in Towne Bank in Q1 2022 and held it in 7 quarters.
  • TD Private Client Wealth's Towne Bank position peaked at $5.24K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.