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

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

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. 299 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.
299 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.