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Crestwood Advisors Group’s The Bancorp TBBK Stock Holding History

Crestwood Advisors 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
2026
Q2 		$271K Buy
4,325
+106
+3% +$6.07K ﹤0.01% 720
2026
Q1 		$227K Buy
+4,219
New +$253K ﹤0.01% 690

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

Crestwood Advisors Group's TBBK Position: Q2 2026 in Review

Crestwood Advisors Group increased its The Bancorp (TBBK) stake by 2.5% in Q2 2026, buying an estimated $6.07K and bringing the position to 4,325 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Crestwood Advisors Group first reported a position in TBBK in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Crestwood Advisors Group held 4,325 shares of The Bancorp worth $271K as of Q2 2026.
  • Crestwood Advisors Group bought 106 The Bancorp shares in Q2 2026, an estimated $6.07K.
  • The Bancorp made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #720 holding.
  • Crestwood Advisors Group first reported a position in The Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.