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TowneBank shares owned by Apella Capital

Quarter-by-quarter ownership of TowneBank (TOWN) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in TowneBank

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All positions including TowneBank held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TowneBank by Apella Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 50k 36.31

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Dimensional Inte (DFGX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Apella Capital

Top funds holding TowneBank

Vanguard Group
BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
T. Rowe Price Investment Management
Vanguard Capital Management
Geode Capital Management
State Street Corporation
Victory Capital Management
Brown Advisory Holdings Incorporated
Patriot Financial Partners GP II
Henderson Group
Capital Research and Management Company - Division 3
Charles Schwab Investment Management
Royce & Associates

View all funds holding TowneBank