Wealth Enhancement Advisory Services
TOWN icon

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
Q3 		$756K Buy
21,426
+7,577
+55% +$281K ﹤0.01% 2409
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's TOWN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Towne Bank (TOWN) stake by 55% in Q3 2026, buying an estimated $281K and bringing the position to 21,426 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Wealth Enhancement Advisory Services first reported a position in TOWN in Q2 2024 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold TOWN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,426 shares of Towne Bank worth $756K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,577 Towne Bank shares in Q3 2026, an estimated $281K.
  • Towne Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2409 holding.
  • Wealth Enhancement Advisory Services first reported a position in Towne Bank in Q2 2024 and has held it in 10 quarters since.
  • 15 funds tracked by Wall St. Rank held Towne Bank as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.