PWM
TOWN icon

PBMares Wealth Management’s Towne Bank TOWN Stock Holding History

PBMares Wealth 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
2025
Q3 		$840K Buy
24,296
+30
+0.1% +$1.07K 0.14% 84
2025
Q2 		$829K Buy
24,266
+33
+0.1% +$1.1K 0.15% 78
2025
Q1 		$829K Buy
24,233
+30
+0.1% +$1.06K 0.17% 77
2024
Q4 		$824K Buy
24,203
+2,124
+10% +$73.9K 0.17% 80
2024
Q3 		$730K Buy
22,079
+33
+0.1% +$1.06K 0.15% 84
2024
Q2 		$601K Buy
22,046
+1
+0% +$27 0.15% 91
2024
Q1 		$619K Hold
22,045
– – 0.16% 90
2023
Q4 		$656K Sell
22,045
-24,814
-53% -$643K 0.2% 79
2023
Q3 		$1.07M Sell
46,859
-198
-0.4% -$4.77K 0.39% 49
2023
Q2 		$1.09M Hold
47,057
– – 0.39% 47
2023
Q1 		$1.25M Sell
47,057
-472
-1% -$13.9K 0.47% 39
2022
Q4 		$1.47M Buy
47,529
+8
+0% +$248 0.59% 30
2022
Q3 		$1.27M Buy
47,521
+10
+0% +$287 0.56% 35
2022
Q2 		$1.29M Sell
47,511
-49
-0.1% -$1.4K 0.55% 33
2022
Q1 		$1.42M Buy
47,560
+6
+0% +$189 0.88% 21
2021
Q4 		$1.5M Buy
47,554
+59
+0.1% +$1.88K 0.63% 27
2021
Q3 		$1.48M Buy
47,495
+7
+0% +$211 0.7% 26
2021
Q2 		$1.45M Buy
47,488
+7
+0% +$220 0.79% 24
2021
Q1 		$1.44M Sell
47,481
-312
-0.7% -$8.67K 1.18% 17
2020
Q4 		$1.12M Sell
47,793
-290
-0.6% -$5.99K 1.29% 20
2020
Q3 		$789K Buy
48,083
+11
+0% +$196 1.16% 30
2020
Q2 		$906K Buy
48,072
+9
+0% +$167 1.36% 19
2020
Q1 		$869K Buy
48,063
+7
+0% +$172 1.37% 21
2019
Q4 		$1.34M Buy
+48,056
New +$1.35M 1.59% 14

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PBMares Wealth Management's TOWN Position: Q3 2025 in Review

PBMares Wealth Management increased its Towne Bank (TOWN) stake by 0.12% in Q3 2025, buying an estimated $1.07K and bringing the position to 24,296 shares worth $840K. The position accounts for 0.14% of the portfolio, ranked #84.

PBMares Wealth Management first reported a position in TOWN in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.5M in Q4 2021. 263 funds tracked by Wall St. Rank hold TOWN as of Q3 2025.

  • PBMares Wealth Management held 24,296 shares of Towne Bank worth $840K as of Q3 2025.
  • PBMares Wealth Management bought 30 Towne Bank shares in Q3 2025, an estimated $1.07K.
  • Towne Bank made up 0.14% of PBMares Wealth Management's portfolio in Q3 2025, its #84 holding.
  • PBMares Wealth Management first reported a position in Towne Bank in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Towne Bank position peaked at $1.5M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Towne Bank as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.