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Kingswood Wealth Advisors’s Towne Bank TOWN Stock Holding History

Kingswood 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 		– Sell
-6,052
Closed -$204K – 1044
2026
Q1 		$204K Buy
+6,052
New +$210K 0.01% 880
2025
Q4 		– Sell
-6,947
Closed -$240K – 913
2025
Q3 		$240K Hold
6,947
– – 0.01% 705
2025
Q2 		$237K Sell
6,947
-800
-10% -$26.7K 0.02% 647
2025
Q1 		$264K Sell
7,747
-3,000
-28% -$106K 0.02% 591
2024
Q4 		$366K Sell
10,747
-1,940
-15% -$67.5K 0.03% 539
2024
Q3 		$419K Buy
+12,687
New +$408K 0.03% 504

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

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

Kingswood Wealth Advisors sold out of Towne Bank (TOWN) in Q2 2026, closing a stake of 6,052 shares — an estimated $204K sold.

Kingswood Wealth Advisors first reported a position in TOWN in Q3 2024 and held it in 6 quarters. The position peaked at $419K in Q3 2024. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Towne Bank position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,052 Towne Bank shares in Q2 2026, an estimated $204K.
  • Kingswood Wealth Advisors first reported a position in Towne Bank in Q3 2024 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Towne Bank position peaked at $419K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.