JWA
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JFS Wealth Advisors’s Towne Bank TOWN Stock Holding History

JFS 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 		$1.82K Buy
50
+10
+25% +$349 ﹤0.01% 1640
2026
Q1 		$1.35K Sell
40
-19
-32% -$660 ﹤0.01% 1606
2025
Q4 		$1.97K Buy
59
+15
+34% +$505 ﹤0.01% 1548
2025
Q3 		$1.52K Hold
44
– – ﹤0.01% 1503
2025
Q2 		$1.5K Hold
44
– – ﹤0.01% 1468
2025
Q1 		$1.5K Hold
44
– – ﹤0.01% 1564
2024
Q4 		$1.5K Hold
44
– – ﹤0.01% 1577
2024
Q3 		$1.46K Buy
44
+1
+2% +$32 ﹤0.01% 1595
2024
Q2 		$1.17K Hold
43
– – ﹤0.01% 1630
2024
Q1 		$1.21K Hold
43
– – ﹤0.01% 1609
2023
Q4 		$1.28K Buy
43
+29
+207% +$752 ﹤0.01% 1572
2023
Q3 		$322 Sell
14
-12
-46% -$289 ﹤0.01% 1809
2023
Q2 		$605 Sell
26
-3
-10% -$72 ﹤0.01% 1729
2023
Q1 		$773 Sell
29
-11
-28% -$325 ﹤0.01% 1646
2022
Q4 		$1.23K Buy
40
+6
+18% +$186 ﹤0.01% 1549
2022
Q3 		$1K Buy
34
+12
+55% +$344 ﹤0.01% 1663
2022
Q2 		$1K Sell
22
-1
-4% -$29 ﹤0.01% 1651
2022
Q1 		$1K Buy
23
+16
+229% +$504 ﹤0.01% 1742
2021
Q4 		$0 Buy
+7
New +$223 ﹤0.01% 1880

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

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

JFS Wealth Advisors increased its Towne Bank (TOWN) stake by 25% in Q2 2026, buying an estimated $349 and bringing the position to 50 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

JFS Wealth Advisors first reported a position in TOWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.97K in Q4 2025. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • JFS Wealth Advisors held 50 shares of Towne Bank worth $1.82K as of Q2 2026.
  • JFS Wealth Advisors bought 10 Towne Bank shares in Q2 2026, an estimated $349.
  • Towne Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1640 holding.
  • JFS Wealth Advisors first reported a position in Towne Bank in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Towne Bank position peaked at $1.97K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.