WFG
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Wills Financial Group’s Towne Bank TOWN Stock Holding History

Wills 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
Q2 		$392K Buy
10,830
+2,870
+36% +$100K 0.14% 63
2026
Q1 		$271K Buy
7,960
+1,960
+33% +$68.1K 0.1% 67
2025
Q4 		$200K Buy
+6,000
New +$202K 0.08% 73

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wills Financial Group's TOWN Position: Q2 2026 in Review

Wills Financial Group increased its Towne Bank (TOWN) stake by 36% in Q2 2026, buying an estimated $100K and bringing the position to 10,830 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #63.

Wills Financial Group first reported a position in TOWN in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

  • Wills Financial Group held 10,830 shares of Towne Bank worth $392K as of Q2 2026.
  • Wills Financial Group bought 2,870 Towne Bank shares in Q2 2026, an estimated $100K.
  • Towne Bank made up 0.14% of Wills Financial Group's portfolio in Q2 2026, its #63 holding.
  • Wills Financial Group first reported a position in Towne Bank in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.