Evermay Wealth Management’s Towne Bank TOWN Stock Holding History

Evermay Wealth 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	$183K	Hold	5,000	–	–	0.02%	216
2026 Q1	$170K	Hold	5,000	–	–	0.02%	210
2025 Q4	$168K	Hold	5,000	–	–	0.02%	212
2025 Q3	$174K	Hold	5,000	–	–	0.02%	208
2025 Q2	$172K	Hold	5,000	–	–	0.02%	208
2025 Q1	$172K	Hold	5,000	–	–	0.02%	202
2024 Q4	$172K	Hold	5,000	–	–	0.03%	205
2024 Q3	$167K	Hold	5,000	–	–	0.03%	214
2024 Q2	$138K	Hold	5,000	–	–	0.02%	231
2024 Q1	$142K	Sell	5,000 -1,000	-17%	-$27.8K	0.02%	232
2023 Q4	$180K	Hold	6,000	–	–	0.03%	190
2023 Q3	$139K	Hold	6,000	–	–	0.03%	200
2023 Q2	$141K	Hold	6,000	–	–	0.03%	209
2023 Q1	$161K	Hold	6,000	–	–	0.03%	195
2022 Q4	$186K	Hold	6,000	–	–	0.04%	172
2022 Q3	$162K	Hold	6,000	–	–	0.03%	180
2022 Q2	$164K	Hold	6,000	–	–	0.03%	175
2022 Q1	$180K	Sell	6,000 -1,060	-15%	-$33.4K	0.03%	201
2021 Q4	$223K	Hold	7,060	–	–	0.04%	162
2021 Q3	$220K	Hold	7,060	–	–	0.04%	151
2021 Q2	$215K	Hold	7,060	–	–	0.04%	167
2021 Q1	$215K	Buy	+7,060	New	+$196K	0.04%	165
2020 Q1	–	Sell	-8,060	Closed	-$224K	–	157
2019 Q4	$224K	Hold	8,060	–	–	0.06%	149
2019 Q3	$224K	Hold	8,060	–	–	0.06%	138
2019 Q2	$220K	Buy	+8,060	New	+$213K	0.06%	137
2018 Q4	–	Sell	-8,060	Closed	-$249K	–	150
2018 Q3	$249K	Hold	8,060	–	–	0.08%	120
2018 Q2	$259K	Hold	8,060	–	–	0.09%	115
2018 Q1	$231K	Buy	+8,060	New	+$242K	0.08%	120

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

Evermay Wealth Management's TOWN Position: Q2 2026 in Review

Evermay Wealth Management held its Towne Bank (TOWN) position steady in Q2 2026 at 5,000 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #216.

Evermay Wealth Management first reported a position in TOWN in Q1 2018 and has held it in 28 quarters since. The position peaked at $259K in Q2 2018. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Evermay Wealth Management held 5,000 shares of Towne Bank worth $183K as of Q2 2026.
Evermay Wealth Management left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #216 holding.
Evermay Wealth Management first reported a position in Towne Bank in Q1 2018 and has held it in 28 quarters since.
Evermay Wealth Management's Towne Bank position peaked at $259K in Q2 2018.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.