Superior Planning, LLC’s The Bancorp TBBK Stock Holding History

Superior Planning, LLC’s Portfolio TBBK Stock Details TBBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$674	Buy	+14	New	+$882	﹤0.01%	1839

Other funds holding TBBK

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Superior Planning, LLC's TBBK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in The Bancorp (TBBK) in Q3 2026: 14 shares worth $674. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings.

183 funds tracked by Wall St. Rank hold TBBK as of Q3 2026.

Superior Planning, LLC held 14 shares of The Bancorp worth $674 as of Q3 2026.
The Bancorp was a new Superior Planning, LLC position in Q3 2026.
The Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1839 holding.
183 funds tracked by Wall St. Rank held The Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.