Motley Fool Asset Management’s Towne Bank TOWN Stock Holding History

Motley Fool Asset Management’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	$1.21M	Buy	33,431 +5,337	+19%	+$186K	0.05%	162
2026 Q1	$946K	Buy	+28,094	New	+$976K	0.04%	162
2017 Q2	–	Sell	-115,068	Closed	-$3.73M	–	70
2017 Q1	$3.73M	Hold	115,068	–	–	0.8%	47
2016 Q4	$3.83M	Sell	115,068 -150,000	-57%	-$4.32M	0.85%	50
2016 Q3	$6.37M	Buy	265,068 +1	+0%	+$23	1.4%	31
2016 Q2	$5.74M	Buy	+265,067	New	+$5.55M	1.25%	37

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

Motley Fool Asset Management's TOWN Position: Q2 2026 in Review

Motley Fool Asset Management increased its Towne Bank (TOWN) stake by 19% in Q2 2026, buying an estimated $186K and bringing the position to 33,431 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #162.

Motley Fool Asset Management first reported a position in TOWN in Q2 2016 and has held it in 6 quarters since. The position peaked at $6.37M in Q3 2016. 300 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Motley Fool Asset Management held 33,431 shares of Towne Bank worth $1.21M as of Q2 2026.
Motley Fool Asset Management bought 5,337 Towne Bank shares in Q2 2026, an estimated $186K.
Towne Bank made up 0.05% of Motley Fool Asset Management's portfolio in Q2 2026, its #162 holding.
Motley Fool Asset Management first reported a position in Towne Bank in Q2 2016 and has held it in 6 quarters since.
Motley Fool Asset Management's Towne Bank position peaked at $6.37M in Q3 2016.
300 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.