EverSource Wealth Advisors’s Towne Bank TOWN Stock Holding History

EverSource Wealth Advisors’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	$4.31K	Sell	119 -544	-82%	-$19K	﹤0.01%	3359
2026 Q1	$22.3K	Buy	663 +30	+5%	+$1.04K	﹤0.01%	2436
2025 Q4	$21.1K	Sell	633 -118	-16%	-$3.97K	﹤0.01%	2351
2025 Q3	$26K	Sell	751 -2	-0.3%	-$72	﹤0.01%	2158
2025 Q2	$25.7K	Buy	753 +680	+932%	+$22.7K	﹤0.01%	2099
2025 Q1	$2.5K	Sell	73 -23	-24%	-$810	﹤0.01%	2830
2024 Q4	$3.27K	Buy	96 +82	+586%	+$2.85K	﹤0.01%	2526
2024 Q3	$463	Hold	14	–	–	﹤0.01%	2890
2024 Q2	$465	Buy	+14	New	+$377	﹤0.01%	2909

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's TOWN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Towne Bank (TOWN) stake by 82% in Q2 2026, selling an estimated $19K and leaving 119 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

EverSource Wealth Advisors first reported a position in TOWN in Q2 2024 and has held it in 9 quarters since. The position peaked at $26K in Q3 2025. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

EverSource Wealth Advisors held 119 shares of Towne Bank worth $4.31K as of Q2 2026.
EverSource Wealth Advisors sold 544 Towne Bank shares in Q2 2026, an estimated $19K.
Towne Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3359 holding.
EverSource Wealth Advisors first reported a position in Towne Bank in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Towne Bank position peaked at $26K in Q3 2025.
300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.