CIBC Private Wealth Group
TBBK icon

CIBC Private Wealth Group’s The Bancorp TBBK Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$743 Sell
11
-28
-72% -$1.93K ﹤0.01% 2968
2025
Q3 		$2.92K Buy
+39
New +$2.72K ﹤0.01% 2669
2022
Q2 		– Sell
-1,656
Closed -$47K – 1296
2022
Q1 		$47K Buy
+1,656
New +$47.7K ﹤0.01% 1043

Other funds holding TBBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

CIBC Private Wealth Group's TBBK Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its The Bancorp (TBBK) stake by 72% in Q4 2025, selling an estimated $1.93K and leaving 11 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

CIBC Private Wealth Group first reported a position in TBBK in Q1 2022 and has held it in 3 quarters since. The position peaked at $47K in Q1 2022. 276 funds tracked by Wall St. Rank hold TBBK as of Q4 2025.

  • CIBC Private Wealth Group held 11 shares of The Bancorp worth $743 as of Q4 2025.
  • CIBC Private Wealth Group sold 28 The Bancorp shares in Q4 2025, an estimated $1.93K.
  • The Bancorp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2968 holding.
  • CIBC Private Wealth Group first reported a position in The Bancorp in Q1 2022 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's The Bancorp position peaked at $47K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held The Bancorp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.