IFP Advisors’s Towne Bank TOWN Stock Holding History

IFP 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	$11K	Buy	303 +243	+405%	+$8.49K	﹤0.01%	3338
2026 Q1	$2.02K	Sell	60 -10	-14%	-$347	﹤0.01%	3960
2025 Q4	$2.34K	Sell	70 -6	-8%	-$202	﹤0.01%	3784
2025 Q3	$2.63K	Buy	+76	New	+$2.72K	﹤0.01%	3582
2025 Q2	–	Sell	-5	Closed	-$167	–	3076
2025 Q1	$171	Hold	5	–	–	﹤0.01%	3712
2024 Q4	$170	Buy	+5	New	+$174	﹤0.01%	3822
2018 Q4	–	Sell	-1,000	Closed	-$31K	–	3855
2018 Q3	$31K	Hold	1,000	–	–	﹤0.01%	2190
2018 Q2	$32K	Buy	+1,000	New	+$31K	﹤0.01%	2184
2017 Q1	–	Sell	-8	Closed	–	–	4130
2016 Q4	$0	Hold	8	–	–	﹤0.01%	4134
2016 Q3	$0	Hold	8	–	–	﹤0.01%	4041
2016 Q2	$0	Buy	+8	New	+$168	﹤0.01%	4071
2016 Q1	–	Sell	-8	Closed	–	–	3365
2015 Q4	$0	Buy	+8	New	+$169	﹤0.01%	3793

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

IFP Advisors's TOWN Position: Q2 2026 in Review

IFP Advisors increased its Towne Bank (TOWN) stake by 405% in Q2 2026, buying an estimated $8.49K and bringing the position to 303 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

IFP Advisors first reported a position in TOWN in Q4 2015 and has held it in 12 quarters since. The position peaked at $32K in Q2 2018. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

IFP Advisors held 303 shares of Towne Bank worth $11K as of Q2 2026.
IFP Advisors bought 243 Towne Bank shares in Q2 2026, an estimated $8.49K.
Towne Bank made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3338 holding.
IFP Advisors first reported a position in Towne Bank in Q4 2015 and has held it in 12 quarters since.
IFP Advisors's Towne Bank position peaked at $32K in Q2 2018.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.