Level Four Advisory Services’s Towne Bank TOWN Stock Holding History

Level Four Advisory Services’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	$817K	Buy	22,537 +120	+0.5%	+$4.19K	0.02%	484
2026 Q1	$755K	Buy	22,417 +20	+0.1%	+$695	0.02%	483
2025 Q4	$747K	Hold	22,397	–	–	0.02%	475
2025 Q3	$774K	Hold	22,397	–	–	0.03%	456
2025 Q2	$766K	Hold	22,397	–	–	0.03%	437
2025 Q1	$766K	Sell	22,397 -3,339	-13%	-$118K	0.03%	409
2024 Q4	$877K	Sell	25,736 -1,423	-5%	-$49.5K	0.04%	377
2024 Q3	$883K	Sell	27,159 -1,056	-4%	-$33.9K	0.04%	392
2024 Q2	$769K	Sell	28,215 -5,596	-17%	-$151K	0.03%	397
2024 Q1	$1.01M	Hold	33,811	–	–	0.06%	301
2023 Q4	$1.01M	Hold	33,811	–	–	0.06%	297
2023 Q3	$775K	Sell	33,811 -1,150	-3%	-$27.7K	0.05%	338
2023 Q2	$812K	Sell	34,961 -223	-0.6%	-$5.36K	0.05%	335
2023 Q1	$938K	Sell	35,184 -1,404	-4%	-$41.5K	0.06%	291
2022 Q4	$1.13M	Buy	+36,588	New	+$1.13M	0.08%	229

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

Level Four Advisory Services's TOWN Position: Q2 2026 in Review

Level Four Advisory Services increased its Towne Bank (TOWN) stake by 0.54% in Q2 2026, buying an estimated $4.19K and bringing the position to 22,537 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #484.

Level Four Advisory Services first reported a position in TOWN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2022. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Level Four Advisory Services held 22,537 shares of Towne Bank worth $817K as of Q2 2026.
Level Four Advisory Services bought 120 Towne Bank shares in Q2 2026, an estimated $4.19K.
Towne Bank made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #484 holding.
Level Four Advisory Services first reported a position in Towne Bank in Q4 2022 and has held it in 15 quarters since.
Level Four Advisory Services's Towne Bank position peaked at $1.13M in Q4 2022.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.