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West Paces Advisors’s Towne Bank TOWN Stock Holding History

West Paces 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
Q3 		$60.2K Hold
1,690
– – 0.01% 268
2026
Q2 		$61.2K Buy
+1,690
New +$59K 0.01% 252

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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

West Paces Advisors's TOWN Position: Q3 2026 in Review

West Paces Advisors held its Towne Bank (TOWN) position steady in Q3 2026 at 1,690 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #268.

West Paces Advisors first reported a position in TOWN in Q2 2026 and has held it in 2 quarters since. The position peaked at $61.2K in Q2 2026. 15 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

  • West Paces Advisors held 1,690 shares of Towne Bank worth $60.2K as of Q3 2026.
  • West Paces Advisors left its Towne Bank share count unchanged in Q3 2026.
  • Towne Bank made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #268 holding.
  • West Paces Advisors first reported a position in Towne Bank in Q2 2026 and has held it in 2 quarters since.
  • West Paces Advisors's Towne Bank position peaked at $61.2K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.