XML Financial’s Towne Bank TOWN Stock Holding History

XML Financial’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	$546K	Hold	15,055	–	–	0.04%	273
2026 Q1	$507K	Hold	15,055	–	–	0.04%	262
2025 Q4	$502K	Hold	15,055	–	–	0.04%	255
2025 Q3	$520K	Hold	15,055	–	–	0.04%	247
2025 Q2	$515K	Hold	15,055	–	–	0.04%	238
2025 Q1	$515K	Hold	15,055	–	–	0.05%	227
2024 Q4	$513K	Hold	15,055	–	–	0.05%	229
2024 Q3	$498K	Hold	15,055	–	–	0.05%	231
2024 Q2	$411K	Hold	15,055	–	–	0.04%	241
2024 Q1	$422K	Hold	15,055	–	–	0.04%	241
2023 Q4	$448K	Hold	15,055	–	–	0.05%	222
2023 Q3	$345K	Buy	15,055 +2,091	+16%	+$50.4K	0.04%	240
2023 Q2	$301K	Hold	12,964	–	–	0.03%	273
2023 Q1	$345K	Hold	12,964	–	–	0.04%	252
2022 Q4	$400K	Hold	12,964	–	–	0.05%	228
2022 Q3	$348K	Hold	12,964	–	–	0.05%	232
2022 Q2	$352K	Hold	12,964	–	–	0.08%	167
2022 Q1	$388K	Hold	12,964	–	–	0.05%	238
2021 Q4	$410K	Hold	12,964	–	–	0.05%	226
2021 Q3	$403K	Hold	12,964	–	–	0.05%	220
2021 Q2	$394K	Hold	12,964	–	–	0.09%	162
2021 Q1	$394K	Hold	12,964	–	–	0.1%	149
2020 Q4	$304K	Hold	12,964	–	–	0.08%	162
2020 Q3	$213K	Hold	12,964	–	–	0.07%	172
2020 Q2	$244K	Hold	12,964	–	–	0.08%	169
2020 Q1	$235K	Hold	12,964	–	–	0.1%	150
2019 Q4	$361K	Buy	+12,964	New	+$363K	0.13%	122

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

XML Financial's TOWN Position: Q2 2026 in Review

XML Financial held its Towne Bank (TOWN) position steady in Q2 2026 at 15,055 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #273.

XML Financial first reported a position in TOWN in Q4 2019 and has held it in 27 quarters since. 299 funds tracked by Wall St. Rank hold TOWN as of Q2 2026.

XML Financial held 15,055 shares of Towne Bank worth $546K as of Q2 2026.
XML Financial left its Towne Bank share count unchanged in Q2 2026.
Towne Bank made up 0.04% of XML Financial's portfolio in Q2 2026, its #273 holding.
XML Financial first reported a position in Towne Bank in Q4 2019 and has held it in 27 quarters since.
299 funds tracked by Wall St. Rank held Towne Bank as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.