Laurel Wealth Advisors (North Carolina)’s Towne Bank TOWN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$883K	Buy	24,373 +9	+0%	+$314	0.09%	122
2026 Q1	$853K	Buy	24,364 +23,959	+5,916%	+$832K	0.08%	124
2025 Q4	$13.5K	Buy	+405	New	+$13.6K	﹤0.01%	458
2025 Q2	–	Sell	-395	Closed	-$13.5K	–	620
2025 Q1	$13.5K	Buy	395 +3	+0.8%	+$106	﹤0.01%	449
2024 Q4	$13.3K	Buy	392 +3	+0.8%	+$104	﹤0.01%	455
2024 Q3	$12.9K	Buy	389 +3	+0.8%	+$96	﹤0.01%	442
2024 Q2	$10.5K	Buy	386 +4	+1%	+$108	﹤0.01%	424
2024 Q1	$10.7K	Buy	382 +3	+0.8%	+$83	﹤0.01%	430
2023 Q4	$11.3K	Buy	379 +4	+1%	+$104	﹤0.01%	395
2023 Q3	$8.59K	Buy	375 +4	+1%	+$96	﹤0.01%	416
2023 Q2	$8.61K	Buy	371 +3	+0.8%	+$72	﹤0.01%	416
2023 Q1	$9.79K	Buy	368 +3	+0.8%	+$89	﹤0.01%	408
2022 Q4	$11.2K	Buy	365 +4	+1%	+$124	﹤0.01%	377
2022 Q3	$10K	Buy	361 +1	+0.3%	+$29	﹤0.01%	386
2022 Q2	$10K	Buy	+360	New	+$10.3K	﹤0.01%	388

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

Laurel Wealth Advisors (North Carolina)'s TOWN Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Towne Bank (TOWN) stake by 0.04% in Q2 2026, buying an estimated $314 and bringing the position to 24,373 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #122.

Laurel Wealth Advisors (North Carolina) first reported a position in TOWN in Q2 2022 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 24,373 shares of Towne Bank worth $883K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 9 Towne Bank shares in Q2 2026, an estimated $314.
Towne Bank made up 0.09% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #122 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Towne Bank in Q2 2022 and has held it in 15 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.