Advisory Services Network’s Towne Bank TOWN Stock Holding History

Advisory Services Network’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-59	Closed	-$1.99K	–	4420
2026 Q1	$1.99K	Buy	+59	New	+$2.05K	﹤0.01%	4138
2025 Q4	–	Sell	-59	Closed	-$2.04K	–	4050
2025 Q3	$2.04K	Buy	+59	New	+$2.11K	﹤0.01%	3797
2021 Q3	–	Sell	-84	Closed	-$3K	–	3069
2021 Q2	$3K	Buy	+84	New	+$2.63K	﹤0.01%	3246
2021 Q1	–	Sell	-84	Closed	-$2K	–	2805
2020 Q4	$2K	Hold	84	–	–	﹤0.01%	3048
2020 Q3	$1K	Buy	+84	New	+$1.49K	﹤0.01%	3409
2020 Q2	–	Sell	-84	Closed	-$2K	–	2597
2020 Q1	$2K	Buy	+84	New	+$2.07K	﹤0.01%	2785

Other funds holding TOWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advisory Services Network's TOWN Position: Q2 2026 in Review

Advisory Services Network sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 59 shares — an estimated $1.99K sold.

Advisory Services Network first reported a position in TOWN in Q1 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Advisory Services Network reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 59 Towne Bank shares in Q2 2026, an estimated $1.99K.
Advisory Services Network first reported a position in Towne Bank in Q1 2020 and held it in 6 quarters.
Advisory Services Network's Towne Bank position peaked at $3K in Q2 2021.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.