Heritage Wealth Advisors’s Towne Bank TOWN Stock Holding History

Heritage 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	$4.2K	Hold	116	–	–	﹤0.01%	588
2026 Q1	$3.91K	Hold	116	–	–	﹤0.01%	582
2025 Q4	$3.87K	Hold	116	–	–	﹤0.01%	510
2025 Q3	$4.01K	Hold	116	–	–	﹤0.01%	486
2025 Q2	$3.96K	Hold	116	–	–	﹤0.01%	475
2025 Q1	$3.97K	Hold	116	–	–	﹤0.01%	471
2024 Q4	$3.95K	Hold	116	–	–	﹤0.01%	518
2024 Q3	$3.83K	Hold	116	–	–	﹤0.01%	508
2024 Q2	$3.16K	Sell	116 -250	-68%	-$6.73K	﹤0.01%	468
2024 Q1	$10.3K	Buy	366 +250	+216%	+$6.95K	﹤0.01%	438
2023 Q4	$3.45K	Hold	116	–	–	﹤0.01%	493
2023 Q3	$2.66K	Hold	116	–	–	﹤0.01%	456
2023 Q2	$2.7K	Hold	116	–	–	﹤0.01%	492
2023 Q1	$3.09K	Hold	116	–	–	﹤0.01%	497
2022 Q4	$3.58K	Hold	116	–	–	﹤0.01%	488
2022 Q3	$3.11K	Hold	116	–	–	﹤0.01%	469
2022 Q2	$3K	Hold	116	–	–	﹤0.01%	521
2022 Q1	$3K	Sell	116 -1,078	-90%	-$33.9K	﹤0.01%	494
2021 Q4	$38K	Hold	1,194	–	–	﹤0.01%	352
2021 Q3	$37.1K	Hold	1,194	–	–	﹤0.01%	346
2021 Q2	$36.3K	Hold	1,194	–	–	﹤0.01%	351
2021 Q1	$36.3K	Hold	1,194	–	–	﹤0.01%	361
2020 Q4	$28K	Hold	1,194	–	–	﹤0.01%	379
2020 Q3	$19.6K	Hold	1,194	–	–	﹤0.01%	351
2020 Q2	$22.5K	Hold	1,194	–	–	﹤0.01%	324
2020 Q1	$21.6K	Hold	1,194	–	–	﹤0.01%	315
2019 Q4	$33.2K	Hold	1,194	–	–	﹤0.01%	334
2019 Q3	$33K	Hold	1,194	–	–	﹤0.01%	311
2019 Q2	$32.6K	Hold	1,194	–	–	0.01%	295
2019 Q1	$29.6K	Hold	1,194	–	–	﹤0.01%	267
2018 Q4	$28K	Buy	1,194 +116	+11%	+$3.19K	0.01%	233
2018 Q3	$33K	Buy	+1,078	New	+$34.9K	0.01%	232

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

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

Heritage Wealth Advisors held its Towne Bank (TOWN) position steady in Q2 2026 at 116 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Heritage Wealth Advisors first reported a position in TOWN in Q3 2018 and has held it in 32 quarters since. The position peaked at $38K in Q4 2021. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Heritage Wealth Advisors held 116 shares of Towne Bank worth $4.2K as of Q2 2026.
Heritage Wealth Advisors left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #588 holding.
Heritage Wealth Advisors first reported a position in Towne Bank in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Towne Bank position peaked at $38K in Q4 2021.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.