Compton Wealth Advisory Group’s Towne Bank TOWN Stock Holding History

Compton Wealth Advisory Group’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	$921K	Buy	25,092 +15,085	+151%	+$527K	0.19%	57
2026 Q1	$340K	Hold	10,007	–	–	0.08%	74
2025 Q4	$334K	Hold	10,007	–	–	0.07%	74
2025 Q3	$346K	Hold	10,007	–	–	0.08%	72
2025 Q2	$342K	Hold	10,007	–	–	0.09%	73
2025 Q1	$342K	Hold	10,007	–	–	0.09%	70
2024 Q4	$341K	Hold	10,007	–	–	0.09%	87
2024 Q3	$331K	Hold	10,007	–	–	0.08%	92
2024 Q2	$273K	Hold	10,007	–	–	0.07%	95
2024 Q1	$281K	Buy	10,007 +1,157	+13%	+$32.1K	0.08%	91
2023 Q4	$263K	Hold	8,850	–	–	0.08%	80
2023 Q3	$203K	Hold	8,850	–	–	0.07%	90
2023 Q2	$206K	Sell	8,850 -3,354	-27%	-$80.6K	0.07%	87
2023 Q1	$325K	Buy	12,204 +3,411	+39%	+$101K	0.11%	78
2022 Q4	$271K	Buy	8,793 +63	+0.7%	+$1.95K	0.11%	86
2022 Q3	$234K	Buy	8,730 +69	+0.8%	+$1.98K	0.1%	87
2022 Q2	$235K	Hold	8,661	–	–	0.1%	93
2022 Q1	$259K	Hold	8,661	–	–	0.1%	104
2021 Q4	$274K	Buy	+8,661	New	+$276K	0.12%	69

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

Compton Wealth Advisory Group's TOWN Position: Q2 2026 in Review

Compton Wealth Advisory Group increased its Towne Bank (TOWN) stake by 151% in Q2 2026, buying an estimated $527K and bringing the position to 25,092 shares worth $921K. The position accounts for 0.19% of the portfolio, ranked #57.

Compton Wealth Advisory Group first reported a position in TOWN in Q4 2021 and has held it in 19 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Compton Wealth Advisory Group held 25,092 shares of Towne Bank worth $921K as of Q2 2026.
Compton Wealth Advisory Group bought 15,085 Towne Bank shares in Q2 2026, an estimated $527K.
Towne Bank made up 0.19% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #57 holding.
Compton Wealth Advisory Group first reported a position in Towne Bank in Q4 2021 and has held it in 19 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.