BCS Wealth Management’s Towne Bank TOWN Stock Holding History

BCS Wealth Management’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	$385K	Hold	10,620	–	–	0.07%	205
2026 Q1	$358K	Sell	10,620 -10,620	-50%	-$369K	0.07%	191
2025 Q4	$709K	Buy	21,240 +10,620	+100%	+$358K	0.07%	190
2025 Q3	$367K	Hold	10,620	–	–	0.08%	176
2025 Q2	$363K	Sell	10,620 -574	-5%	-$19.1K	0.08%	187
2025 Q1	$383K	Hold	11,194	–	–	0.1%	170
2024 Q4	$381K	Hold	11,194	–	–	0.09%	179
2024 Q3	$370K	Sell	11,194 -2,995	-21%	-$96.2K	0.16%	119
2024 Q2	$387K	Sell	14,189 -114	-0.8%	-$3.07K	0.19%	108
2024 Q1	$401K	Sell	14,303 -222	-2%	-$6.17K	0.13%	159
2023 Q4	$432K	Hold	14,525	–	–	0.16%	130
2023 Q3	$333K	Sell	14,525 -642	-4%	-$15.5K	0.14%	141
2023 Q2	$352K	Buy	+15,167	New	+$365K	0.26%	74
2023 Q1	–	Sell	-16,419	Closed	-$506K	–	197
2022 Q4	$506K	Hold	16,419	–	–	0.21%	105
2022 Q3	$441K	Sell	16,419 -3,200	-16%	-$91.9K	0.21%	107
2022 Q2	$533K	Hold	19,619	–	–	0.24%	91
2022 Q1	$587K	Hold	19,619	–	–	0.24%	95
2021 Q4	$620K	Hold	19,619	–	–	0.22%	92
2021 Q3	$610K	Hold	19,619	–	–	0.26%	85
2021 Q2	$597K	Hold	19,619	–	–	0.32%	68
2021 Q1	$596K	Hold	19,619	–	–	0.28%	72
2020 Q4	$461K	Buy	+19,619	New	+$405K	0.24%	78

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

BCS Wealth Management's TOWN Position: Q2 2026 in Review

BCS Wealth Management held its Towne Bank (TOWN) position steady in Q2 2026 at 10,620 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #205.

BCS Wealth Management first reported a position in TOWN in Q4 2020 and has held it in 22 quarters since. The position peaked at $709K in Q4 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

BCS Wealth Management held 10,620 shares of Towne Bank worth $385K as of Q2 2026.
BCS Wealth Management left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #205 holding.
BCS Wealth Management first reported a position in Towne Bank in Q4 2020 and has held it in 22 quarters since.
BCS Wealth Management's Towne Bank position peaked at $709K in Q4 2025.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.