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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
2026-09-30 $3.8M 108k 35.65
2026-03-31 $4.9M 144k 33.67

More positions owned by MBL Wealth

State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Victory Portfolios Ii Core Bd Etf (UITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for MBL Wealth

Top funds holding TowneBank

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Victory Capital Management
Jupiter Topco
Brown Advisory Holdings Incorporated
Capital Research and Management Company - Division 3
Patriot Financial Partners GP II
FJ Capital Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust

View all funds holding TowneBank