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TowneBank shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in TowneBank

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

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Quarterly reported holdings in TowneBank by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 5.9k 34.57

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Strategy Eventide Us Mrkt (ESUM)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
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Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Linde SHS (LIN)
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Chubb (CB)

View all positions for Legacy Wealth Asset Management

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
Henderson Group
Renaissance Technologies
Northern Trust
Arrowstreet Capital, Limited Partnership
Royce & Associates
Bank of New York Mellon

View all funds holding TowneBank