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Cedar Mountain Advisors’s The Bancorp TBBK Stock Holding History

Cedar Mountain Advisors’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
Q1 		– Sell
-17
Closed -$1.15K – 1204
2025
Q4 		$1.15K Sell
17
-9
-35% -$621 ﹤0.01% 480
2025
Q3 		$1.95K Buy
+26
New +$1.81K ﹤0.01% 424

Other funds holding TBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Cedar Mountain Advisors's TBBK Position: Q1 2026 in Review

Cedar Mountain Advisors sold out of The Bancorp (TBBK) in Q1 2026, closing a stake of 17 shares — an estimated $1.15K sold.

Cedar Mountain Advisors first reported a position in TBBK in Q3 2025 and held it in 2 quarters. The position peaked at $1.95K in Q3 2025. 279 funds tracked by Wall St. Rank hold TBBK as of Q1 2026.

  • Cedar Mountain Advisors reported no remaining The Bancorp position as of Q1 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 17 The Bancorp shares in Q1 2026, an estimated $1.15K.
  • Cedar Mountain Advisors first reported a position in The Bancorp in Q3 2025 and held it in 2 quarters.
  • Cedar Mountain Advisors's The Bancorp position peaked at $1.95K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held The Bancorp as of Q1 2026.

Based on Cedar Mountain Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.