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Costello Asset Management’s Towne Bank TOWN Stock Holding History

Costello Asset 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 		$4.38K Buy
121
+1
+0.8% +$35 ﹤0.01% 601
2026
Q1 		$4.04K Buy
120
+1
+0.8% +$35 ﹤0.01% 584
2025
Q4 		$3.97K Buy
119
+1
+0.8% +$34 ﹤0.01% 583
2025
Q3 		$4.08K Buy
118
+1
+0.9% +$36 ﹤0.01% 561
2025
Q2 		$4.01K Buy
117
+1
+0.9% +$33 ﹤0.01% 578
2025
Q1 		$3.97K Buy
+116
New +$4.08K ﹤0.01% 559

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

Costello Asset Management's TOWN Position: Q2 2026 in Review

Costello Asset Management increased its Towne Bank (TOWN) stake by 0.83% in Q2 2026, buying an estimated $35 and bringing the position to 121 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Costello Asset Management first reported a position in TOWN in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Costello Asset Management held 121 shares of Towne Bank worth $4.38K as of Q2 2026.
  • Costello Asset Management bought 1 Towne Bank share in Q2 2026, an estimated $35.
  • Towne Bank made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #601 holding.
  • Costello Asset Management first reported a position in Towne Bank in Q1 2025 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.