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Bay Capital Advisors’s Towne Bank TOWN Stock Holding History

Bay Capital Advisors’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 		$1.22M Hold
33,760
– – 0.66% 27
2026
Q1 		$1.14M Hold
33,760
– – 0.7% 26
2025
Q4 		$1.13M Buy
33,760
+9,854
+41% +$332K 0.69% 27
2025
Q3 		$826K Buy
23,906
+4,260
+22% +$153K 0.54% 35
2025
Q2 		$672K Hold
19,646
– – 0.51% 43
2025
Q1 		$672K Hold
19,646
– – 0.56% 43
2024
Q4 		$669K Buy
+19,646
New +$683K 0.54% 42

Other funds holding TOWN

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Bay Capital Advisors's TOWN Position: Q2 2026 in Review

Bay Capital Advisors held its Towne Bank (TOWN) position steady in Q2 2026 at 33,760 shares worth $1.22M. The position accounts for 0.66% of the portfolio, ranked #27.

Bay Capital Advisors first reported a position in TOWN in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Bay Capital Advisors held 33,760 shares of Towne Bank worth $1.22M as of Q2 2026.
  • Bay Capital Advisors left its Towne Bank share count unchanged in Q2 2026.
  • Towne Bank made up 0.66% of Bay Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Bay Capital Advisors first reported a position in Towne Bank in Q4 2024 and has held it in 7 quarters since.
  • 56 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.