Financial Consulate’s Towne Bank TOWN Stock Holding History

Financial Consulate’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	–	Sell	-13	Closed	-$434	–	1485
2025 Q4	$434	Hold	13	–	–	﹤0.01%	1230
2025 Q3	$450	Buy	+13	New	+$466	﹤0.01%	1054

Other funds holding TOWN

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Financial Consulate's TOWN Position: Q1 2026 in Review

Financial Consulate sold out of Towne Bank (TOWN) in Q1 2026, closing a stake of 13 shares — an estimated $434 sold.

Financial Consulate first reported a position in TOWN in Q3 2025 and held it in 2 quarters. The position peaked at $450 in Q3 2025. 286 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

Financial Consulate reported no remaining Towne Bank position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 13 Towne Bank shares in Q1 2026, an estimated $434.
Financial Consulate first reported a position in Towne Bank in Q3 2025 and held it in 2 quarters.
Financial Consulate's Towne Bank position peaked at $450 in Q3 2025.
286 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.