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
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

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

True Wealth Design's TOWN Position: Q2 2026 in Review

True Wealth Design opened a new position in Towne Bank (TOWN) in Q2 2026: 22 shares worth $798. The stake represents ﹤0.01% of the portfolio and ranks #2064 among its holdings. This is a return to the name: True Wealth Design previously reported a position in TOWN as recently as Q3 2025.

True Wealth Design first reported a position in TOWN in Q2 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • True Wealth Design held 22 shares of Towne Bank worth $798 as of Q2 2026.
  • Towne Bank was a new True Wealth Design position in Q2 2026.
  • Towne Bank made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2064 holding.
  • True Wealth Design first reported a position in Towne Bank in Q2 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.