TWD
TOWN icon

True Wealth Design’s Towne Bank TOWN Stock Holding History

True Wealth Design’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
Q3 		$785 Hold
22
– – ﹤0.01% 2007
2026
Q2 		$798 Buy
+22
New +$768 ﹤0.01% 2064
2025
Q4 		– Sell
-2
Closed -$70 – 2815
2025
Q3 		$70 Hold
2
– – ﹤0.01% 2522
2025
Q2 		$69 Buy
+2
New +$67 ﹤0.01% 2326

Other funds holding TOWN

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's TOWN Position: Q3 2026 in Review

True Wealth Design held its Towne Bank (TOWN) position steady in Q3 2026 at 22 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

True Wealth Design first reported a position in TOWN in Q2 2025 and has held it in 4 quarters since. The position peaked at $798 in Q2 2026. 15 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

  • True Wealth Design held 22 shares of Towne Bank worth $785 as of Q3 2026.
  • True Wealth Design left its Towne Bank share count unchanged in Q3 2026.
  • Towne Bank made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2007 holding.
  • True Wealth Design first reported a position in Towne Bank in Q2 2025 and has held it in 4 quarters since.
  • True Wealth Design's Towne Bank position peaked at $798 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.