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 Q3	$900K	Hold	25,092	–	–	0.18%	59
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Compton Wealth Advisory Group's TOWN Position: Q3 2026 in Review

Compton Wealth Advisory Group held its Towne Bank (TOWN) position steady in Q3 2026 at 25,092 shares worth $900K. The position accounts for 0.18% of the portfolio, ranked #59.

Compton Wealth Advisory Group first reported a position in TOWN in Q4 2021 and has held it in 20 quarters since. The position peaked at $921K in Q2 2026. 35 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

Compton Wealth Advisory Group held 25,092 shares of Towne Bank worth $900K as of Q3 2026.
Compton Wealth Advisory Group left its Towne Bank share count unchanged in Q3 2026.
Towne Bank made up 0.18% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #59 holding.
Compton Wealth Advisory Group first reported a position in Towne Bank in Q4 2021 and has held it in 20 quarters since.
Compton Wealth Advisory Group's Towne Bank position peaked at $921K in Q2 2026.
35 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.