Commonwealth Equity Services
TOWN icon

Commonwealth Equity Services’s Towne Bank TOWN Stock Holding History

Commonwealth Equity Services’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 		$564K Buy
15,571
+256
+2% +$8.94K ﹤0.01% 3213
2026
Q1 		$516K Buy
15,315
+5,607
+58% +$195K ﹤0.01% 3183
2025
Q4 		$324K Sell
9,708
-626
-6% -$21.1K ﹤0.01% 3586
2025
Q3 		$357K Buy
10,334
+1,284
+14% +$46K ﹤0.01% 3489
2025
Q2 		$309K Sell
9,050
-3,432
-27% -$114K ﹤0.01% 3551
2025
Q1 		$427K Sell
12,482
-398
-3% -$14K ﹤0.01% 3164
2024
Q4 		$439K Sell
12,880
-335
-3% -$11.7K ﹤0.01% 3068
2024
Q3 		$437K Sell
13,215
-363
-3% -$11.7K ﹤0.01% 3003
2024
Q2 		$370K Buy
13,578
+81
+0.6% +$2.18K ﹤0.01% 3104
2024
Q1 		$379K Buy
13,497
+5,869
+77% +$163K ﹤0.01% 3069
2023
Q4 		$227K Buy
+7,628
New +$198K ﹤0.01% 3412
2023
Q3 		– Sell
-9,742
Closed -$226K – 3932
2023
Q2 		$226K Buy
9,742
+1,263
+15% +$30.4K ﹤0.01% 3299
2023
Q1 		$225K Buy
8,479
+189
+2% +$5.58K ﹤0.01% 3214
2022
Q4 		$255K Buy
8,290
+36
+0.4% +$1.12K ﹤0.01% 3003
2022
Q3 		$221K Buy
8,254
+368
+5% +$10.6K ﹤0.01% 3082
2022
Q2 		$214K Buy
7,886
+49
+0.6% +$1.4K ﹤0.01% 3137
2022
Q1 		$234K Buy
+7,837
New +$247K ﹤0.01% 3185

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Commonwealth Equity Services's TOWN Position: Q2 2026 in Review

Commonwealth Equity Services increased its Towne Bank (TOWN) stake by 1.7% in Q2 2026, buying an estimated $8.94K and bringing the position to 15,571 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

Commonwealth Equity Services first reported a position in TOWN in Q1 2022 and has held it in 17 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Commonwealth Equity Services held 15,571 shares of Towne Bank worth $564K as of Q2 2026.
  • Commonwealth Equity Services bought 256 Towne Bank shares in Q2 2026, an estimated $8.94K.
  • Towne Bank made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3213 holding.
  • Commonwealth Equity Services first reported a position in Towne Bank in Q1 2022 and has held it in 17 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.