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TowneBank shares owned by Peak Planning Group

Quarter-by-quarter ownership of TowneBank (TOWN) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group investment in TowneBank

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All positions including TowneBank held by Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TowneBank by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 33k 33.67

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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
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Northern Trust
Goldman Sachs Group
Ameriprise Financial

View all funds holding TowneBank