SJS Investment Consulting’s Towne Bank TOWN Stock Holding History

SJS Investment Consulting’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	$4.13K	Buy	114 +96	+533%	+$3.35K	﹤0.01%	1458
2026 Q1	$607	Buy	18 +8	+80%	+$278	﹤0.01%	1655
2025 Q4	$334	Hold	10	–	–	﹤0.01%	1652
2025 Q3	$346	Hold	10	–	–	﹤0.01%	1336
2025 Q2	$342	Sell	10 -6	-38%	-$200	﹤0.01%	1229
2025 Q1	$548	Hold	16	–	–	﹤0.01%	1217
2024 Q4	$545	Sell	16 -2	-11%	-$70	﹤0.01%	1211
2024 Q3	$596	Hold	18	–	–	﹤0.01%	1262
2024 Q2	$491	Hold	18	–	–	﹤0.01%	1304
2024 Q1	$506	Hold	18	–	–	﹤0.01%	1282
2023 Q4	$536	Buy	18 +4	+29%	+$104	﹤0.01%	1226
2023 Q3	$322	Buy	14 +2	+17%	+$48	﹤0.01%	1355
2023 Q2	$279	Buy	12 +4	+50%	+$96	﹤0.01%	1333
2023 Q1	$214	Sell	8 -9	-53%	-$266	﹤0.01%	1346
2022 Q4	$524	Buy	17 +8	+89%	+$248	﹤0.01%	1202
2022 Q3	$0	Buy	+9	New	+$258	﹤0.01%	1545
2022 Q1	$0	Buy	+1	New	+$31	﹤0.01%	1323

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

SJS Investment Consulting's TOWN Position: Q2 2026 in Review

SJS Investment Consulting increased its Towne Bank (TOWN) stake by 533% in Q2 2026, buying an estimated $3.35K and bringing the position to 114 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

SJS Investment Consulting first reported a position in TOWN in Q1 2022 and has held it in 17 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

SJS Investment Consulting held 114 shares of Towne Bank worth $4.13K as of Q2 2026.
SJS Investment Consulting bought 96 Towne Bank shares in Q2 2026, an estimated $3.35K.
Towne Bank made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1458 holding.
SJS Investment Consulting first reported a position in Towne Bank in Q1 2022 and has held it in 17 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.