EWA
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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
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
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

EverSource Wealth Advisors's TOWN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Towne Bank (TOWN) stake by 4.7% in Q1 2026, buying an estimated $1.04K and bringing the position to 663 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

EverSource Wealth Advisors first reported a position in TOWN in Q2 2024 and has held it in 8 quarters since. The position peaked at $26K in Q3 2025. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • EverSource Wealth Advisors held 663 shares of Towne Bank worth $22.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 30 Towne Bank shares in Q1 2026, an estimated $1.04K.
  • Towne Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2436 holding.
  • EverSource Wealth Advisors first reported a position in Towne Bank in Q2 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Towne Bank position peaked at $26K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.