CrossGen Wealth »

TowneBank shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in TowneBank

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in TowneBank by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $53k 1.6k 33.37

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Goldman Sachs (GS)
Valero Energy Corporation (VLO)
Eaton Corporation SHS (ETN)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Marathon Petroleum Corp (MPC)
Chubb (CB)
Cisco Systems (CSCO)

View all positions for CrossGen Wealth

Top funds holding TowneBank

Vanguard Group
BlackRock
Dimensional Fund Advisors
T. Rowe Price Investment Management
State Street Corporation
Victory Capital Management
Geode Capital Management
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management
Royce & Associates
Henderson Group
Northern Trust
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group

View all funds holding TowneBank