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Action Point Financial Planning’s The Bancorp TBBK Stock Holding History

Action Point Financial Planning’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
Q2 		$2.19K Buy
+36
New +$2.06K ﹤0.01% 2224

Other funds holding TBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's TBBK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in The Bancorp (TBBK) in Q2 2026: 36 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #2224 among its holdings.

288 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Action Point Financial Planning held 36 shares of The Bancorp worth $2.19K as of Q2 2026.
  • The Bancorp was a new Action Point Financial Planning position in Q2 2026.
  • The Bancorp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2224 holding.
  • 288 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.