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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Compton Wealth Advisory Group's TOWN Position: Q1 2026 in Review

Compton Wealth Advisory Group held its Towne Bank (TOWN) position steady in Q1 2026 at 10,007 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #74.

Compton Wealth Advisory Group first reported a position in TOWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $346K in Q3 2025. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Compton Wealth Advisory Group held 10,007 shares of Towne Bank worth $340K as of Q1 2026.
Compton Wealth Advisory Group left its Towne Bank share count unchanged in Q1 2026.
Towne Bank made up 0.08% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #74 holding.
Compton Wealth Advisory Group first reported a position in Towne Bank in Q4 2021 and has held it in 18 quarters since.
Compton Wealth Advisory Group's Towne Bank position peaked at $346K in Q3 2025.
286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.