Jones Financial Companies
TOWN icon

Jones Financial Companies’s Towne Bank TOWN Stock Holding History

Jones Financial Companies’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 		$51.1K Buy
1,405
+543
+63% +$19K ﹤0.01% 3117
2026
Q1 		$28.6K Sell
862
-340
-28% -$11.8K ﹤0.01% 3150
2025
Q4 		$40.1K Buy
1,202
+340
+39% +$11.4K ﹤0.01% 2634
2025
Q3 		$30.7K Buy
862
+280
+48% +$10K ﹤0.01% 2581
2025
Q2 		$20K Buy
+582
New +$19.4K ﹤0.01% 2589

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

Jones Financial Companies's TOWN Position: Q2 2026 in Review

Jones Financial Companies increased its Towne Bank (TOWN) stake by 63% in Q2 2026, buying an estimated $19K and bringing the position to 1,405 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Jones Financial Companies first reported a position in TOWN in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Jones Financial Companies held 1,405 shares of Towne Bank worth $51.1K as of Q2 2026.
  • Jones Financial Companies bought 543 Towne Bank shares in Q2 2026, an estimated $19K.
  • Towne Bank made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3117 holding.
  • Jones Financial Companies first reported a position in Towne Bank in Q2 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.