Global Retirement Partners’s The Bancorp TBBK Stock Holding History

Global Retirement Partners’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	$13.2K	Buy	+210	New	+$12K	﹤0.01%	3272
2025 Q4	$21.1K	Buy	313 +308	+6,160%	+$21.3K	﹤0.01%	2842
2025 Q3	$374	Hold	5	–	–	﹤0.01%	3683
2025 Q2	$285	Buy	+5	New	+$253	﹤0.01%	3638
2024 Q4	$263	Hold	5	–	–	﹤0.01%	3483
2024 Q3	$268	Hold	5	–	–	﹤0.01%	3351
2024 Q2	$189	Hold	5	–	–	﹤0.01%	3419
2024 Q1	$167	Hold	5	–	–	﹤0.01%	3267
2023 Q4	$189	Hold	5	–	–	﹤0.01%	3228
2023 Q3	$170	Hold	5	–	–	﹤0.01%	3133
2023 Q2	$163	Hold	5	–	–	﹤0.01%	3108
2023 Q1	$150	Buy	+5	New	+$159	﹤0.01%	3110

Other funds holding TBBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Retirement Partners's TBBK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in The Bancorp (TBBK) in Q2 2026: 210 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #3272 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TBBK as recently as Q4 2025.

Global Retirement Partners first reported a position in TBBK in Q1 2023 and has held it in 12 quarters since. The position peaked at $21.1K in Q4 2025. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

Global Retirement Partners held 210 shares of The Bancorp worth $13.2K as of Q2 2026.
The Bancorp was a new Global Retirement Partners position in Q2 2026.
The Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3272 holding.
Global Retirement Partners first reported a position in The Bancorp in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's The Bancorp position peaked at $21.1K in Q4 2025.
290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.