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TowneBank shares owned by Live Oak Private Wealth

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

Historical chart of Live Oak Private Wealth investment in TowneBank

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

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Quarterly reported holdings in TowneBank by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $651k 19k 33.67

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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