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TowneBank shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of TowneBank (TOWN) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in TowneBank

Tip: Access up to 7 years of quarterly data

All positions including TowneBank held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TowneBank by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 9.7k 33.67

More positions owned by Collaborative Wealth Managment

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Index Shs Fds State Street Spd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Series Trust State Street Spd (ONEY)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Collaborative Wealth Managment

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