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Financial Security Advisor’s Towne Bank TOWN Stock Holding History

Financial Security Advisor’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 		$1.76M Buy
48,258
+181
+0.4% +$6.32K 0.29% 40
2026
Q1 		$1.63M Buy
48,077
+9,735
+25% +$338K 0.3% 38
2025
Q4 		$1.29M Buy
38,342
+1,386
+4% +$46.7K 0.25% 44
2025
Q3 		$1.29M Buy
36,956
+63
+0.2% +$2.26K 0.27% 41
2025
Q2 		$1.27M Sell
36,893
-376
-1% -$12.5K 0.29% 39
2025
Q1 		$1.28M Sell
37,269
-898
-2% -$31.6K 0.33% 35
2024
Q4 		$1.31M Buy
38,167
+1,097
+3% +$38.2K 0.33% 34
2024
Q3 		$1.23M Buy
37,070
+1,830
+5% +$58.8K 0.31% 38
2024
Q2 		$970K Buy
35,240
+139
+0.4% +$3.74K 0.32% 41
2024
Q1 		$994K Sell
35,101
-872
-2% -$24.2K 0.35% 41
2023
Q4 		$1.08M Buy
35,973
+11
+0% +$285 0.42% 36
2023
Q3 		$834K Buy
+35,962
New +$866K 0.38% 39

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

Financial Security Advisor's TOWN Position: Q2 2026 in Review

Financial Security Advisor increased its Towne Bank (TOWN) stake by 0.38% in Q2 2026, buying an estimated $6.32K and bringing the position to 48,258 shares worth $1.76M. The position accounts for 0.29% of the portfolio, ranked #40.

Financial Security Advisor first reported a position in TOWN in Q3 2023 and has held it in 12 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Financial Security Advisor held 48,258 shares of Towne Bank worth $1.76M as of Q2 2026.
  • Financial Security Advisor bought 181 Towne Bank shares in Q2 2026, an estimated $6.32K.
  • Towne Bank made up 0.29% of Financial Security Advisor's portfolio in Q2 2026, its #40 holding.
  • Financial Security Advisor first reported a position in Towne Bank in Q3 2023 and has held it in 12 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.