TFA
TOWN icon

Transamerica Financial Advisors’s Towne Bank TOWN Stock Holding History

Transamerica Financial Advisors’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 		$255 Hold
7
– – ﹤0.01% 1830
2026
Q1 		$237 Sell
7
-4
-36% -$139 ﹤0.01% 1594
2025
Q4 		$370 Hold
11
– – ﹤0.01% 1420
2025
Q3 		$384 Buy
+11
New +$394 ﹤0.01% 1355

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

Transamerica Financial Advisors's TOWN Position: Q2 2026 in Review

Transamerica Financial Advisors held its Towne Bank (TOWN) position steady in Q2 2026 at 7 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Transamerica Financial Advisors first reported a position in TOWN in Q3 2025 and has held it in 4 quarters since. The position peaked at $384 in Q3 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Transamerica Financial Advisors held 7 shares of Towne Bank worth $255 as of Q2 2026.
  • Transamerica Financial Advisors left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1830 holding.
  • Transamerica Financial Advisors first reported a position in Towne Bank in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Towne Bank position peaked at $384 in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.