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Gilpin Wealth Management’s The Bancorp TBBK Stock Holding History

Gilpin Wealth Management’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 		$269 Buy
5
+1
+25% +$60 ﹤0.01% 790
2025
Q4 		$271 Buy
+4
New +$276 ﹤0.01% 574

Other funds holding TBBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Gilpin Wealth Management's TBBK Position: Q1 2026 in Review

Gilpin Wealth Management increased its The Bancorp (TBBK) stake by 25% in Q1 2026, buying an estimated $60 and bringing the position to 5 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Gilpin Wealth Management first reported a position in TBBK in Q4 2025 and has held it in 2 quarters since. The position peaked at $271 in Q4 2025. 278 funds tracked by Wall St. Rank hold TBBK as of Q1 2026.

  • Gilpin Wealth Management held 5 shares of The Bancorp worth $269 as of Q1 2026.
  • Gilpin Wealth Management bought 1 The Bancorp share in Q1 2026, an estimated $60.
  • The Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q1 2026, its #790 holding.
  • Gilpin Wealth Management first reported a position in The Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Gilpin Wealth Management's The Bancorp position peaked at $271 in Q4 2025.
  • 278 funds tracked by Wall St. Rank held The Bancorp as of Q1 2026.

Based on Gilpin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.