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Tull Financial Group’s Towne Bank TOWN Stock Holding History

Tull Financial Group’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
Q1 		$217K Buy
6,456
+10
+0.2% +$347 0.1% 29
2025
Q4 		$215K Sell
6,446
-2,371
-27% -$79.8K 0.09% 31
2025
Q3 		$305K Buy
8,817
+10
+0.1% +$358 0.13% 23
2025
Q2 		$301K Buy
8,807
+11
+0.1% +$367 0.14% 25
2025
Q1 		$301K Buy
8,796
+10
+0.1% +$352 0.18% 22
2024
Q4 		$299K Buy
+8,786
New +$306K 0.18% 21

Other funds holding TOWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Tull Financial Group's TOWN Position: Q1 2026 in Review

Tull Financial Group increased its Towne Bank (TOWN) stake by 0.16% in Q1 2026, buying an estimated $347 and bringing the position to 6,456 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #29.

Tull Financial Group first reported a position in TOWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q3 2025. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Tull Financial Group held 6,456 shares of Towne Bank worth $217K as of Q1 2026.
  • Tull Financial Group bought 10 Towne Bank shares in Q1 2026, an estimated $347.
  • Towne Bank made up 0.1% of Tull Financial Group's portfolio in Q1 2026, its #29 holding.
  • Tull Financial Group first reported a position in Towne Bank in Q4 2024 and has held it in 6 quarters since.
  • Tull Financial Group's Towne Bank position peaked at $305K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.