FFA
TBBK icon

Farther Finance Advisors’s The Bancorp TBBK Stock Holding History

Farther Finance 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
Q3 		$112K Sell
2,316
-4,313
-65% -$272K ﹤0.01% 2776
2026
Q2 		$415K Buy
6,629
+3,428
+107% +$196K ﹤0.01% 1691
2026
Q1 		$175K Buy
3,201
+2,690
+526% +$161K ﹤0.01% 2106
2025
Q4 		$34.5K Sell
511
-9
-2% -$621 ﹤0.01% 3061
2025
Q3 		$38.9K Buy
520
+101
+24% +$7.04K ﹤0.01% 2599
2025
Q2 		$23.9K Buy
419
+58
+16% +$2.93K ﹤0.01% 2567
2025
Q1 		$19.3K Buy
361
+280
+346% +$15.5K ﹤0.01% 2403
2024
Q4 		$4.26K Buy
81
+1
+1% +$55 ﹤0.01% 2737
2024
Q3 		$4.28K Buy
80
+3
+4% +$145 ﹤0.01% 2704
2024
Q2 		$2.92K Hold
77
– – ﹤0.01% 2636
2024
Q1 		$2.54K Hold
77
– – ﹤0.01% 2389
2023
Q4 		$2.97K Buy
+77
New +$2.88K ﹤0.01% 2247

Other funds holding TBBK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's TBBK Position: Q3 2026 in Review

Farther Finance Advisors reduced its The Bancorp (TBBK) stake by 65% in Q3 2026, selling an estimated $272K and leaving 2,316 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Farther Finance Advisors first reported a position in TBBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $415K in Q2 2026. 6 funds tracked by Wall St. Rank hold TBBK as of Q3 2026.

  • Farther Finance Advisors held 2,316 shares of The Bancorp worth $112K as of Q3 2026.
  • Farther Finance Advisors sold 4,313 The Bancorp shares in Q3 2026, an estimated $272K.
  • The Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2776 holding.
  • Farther Finance Advisors first reported a position in The Bancorp in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's The Bancorp position peaked at $415K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held The Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.