Wealth Enhancement Advisory Services’s Towne Bank TOWN Stock Holding History

Wealth Enhancement 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	$496K	Buy	13,849 +4,419	+47%	+$154K	﹤0.01%	2696
2026 Q1	$320K	Sell	9,430 -932	-9%	-$32.4K	﹤0.01%	2707
2025 Q4	$356K	Sell	10,362 -554	-5%	-$18.7K	﹤0.01%	2770
2025 Q3	$372K	Buy	10,916 +818	+8%	+$29.3K	﹤0.01%	2606
2025 Q2	$364K	Buy	10,098 +463	+5%	+$15.4K	﹤0.01%	2470
2025 Q1	$329K	Sell	9,635 -707	-7%	-$24.9K	﹤0.01%	2374
2024 Q4	$352K	Buy	10,342 +589	+6%	+$20.5K	﹤0.01%	2248
2024 Q3	$322K	Buy	9,753 +617	+7%	+$19.8K	﹤0.01%	2128
2024 Q2	$249K	Buy	+9,136	New	+$246K	﹤0.01%	2122

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

Wealth Enhancement Advisory Services's TOWN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Towne Bank (TOWN) stake by 47% in Q2 2026, buying an estimated $154K and bringing the position to 13,849 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Wealth Enhancement Advisory Services first reported a position in TOWN in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

Wealth Enhancement Advisory Services held 13,849 shares of Towne Bank worth $496K as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,419 Towne Bank shares in Q2 2026, an estimated $154K.
Towne Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2696 holding.
Wealth Enhancement Advisory Services first reported a position in Towne Bank in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.