RWML
TOWN icon

RAFFA WEALTH MANAGEMENT, LLC’s Towne Bank TOWN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$36 Hold
1
– – ﹤0.01% 1542
2026
Q1 		$34 Buy
+1
New +$35 ﹤0.01% 1450

Other funds holding TOWN

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TOWN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Towne Bank (TOWN) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TOWN in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of Towne Bank worth $36 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1542 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Towne Bank in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.