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TowneBank shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in TowneBank

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in TowneBank by MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.9M 144k 33.67

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State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
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Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)

View all positions for MBL Wealth

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