Townsend & Associates, Inc GRW TCW ETF TRUST

Ownership history in Townsend & Associates, Inc  ·  3 quarters on record

AI Ownership Summary

Townsend & Associates, Inc reported TCW ETF TRUST (GRW) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.44% in 2026 Q1. The latest visible filing shows GRW at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Townsend & Associates, Inc's position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GRW was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Townsend & Associates, Inc held GRW — position size vs. price
% of Fund (quarterly)    GRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 566,223 +88,260 +18.5% 1.44% $16.8M 2026-04-29 $29.39
2025 Q4 ADDED 477,963 +5,240 +1.1% 1.34% $15.0M 2026-01-26 $31.08
2025 Q3 INITIATED 472,723 1.42% $15.0M 2025-10-21 $31.99

FAQ About Townsend & Associates, Inc and GRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Townsend & Associates, Inc reported owning GRW?

Townsend & Associates, Inc reported GRW across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported GRW position in Townsend & Associates, Inc's portfolio?

The largest reported portfolio weight for GRW was 1.44% in 2026 Q1.

What is the latest reported GRW position on this page?

The most recent filing on this page is 2026 Q1, when Townsend & Associates, Inc reported 566,223 shares, equal to 1.44% of portfolio, with an estimated market value of $16.8M.

What does the chart on this GRW ownership page compare?

The chart compares Townsend & Associates, Inc's quarterly GRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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