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HFM Investment Advisors’s The Bancorp TBBK Stock Holding History

HFM Investment 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
Q2 		$376 Buy
6
+4
+200% +$229 ﹤0.01% 1077
2026
Q1 		$107 Sell
2
-1
-33% -$60 ﹤0.01% 1112
2025
Q4 		$203 Hold
3
– – ﹤0.01% 1024
2025
Q3 		$225 Hold
3
– – ﹤0.01% 961
2025
Q2 		$171 Buy
3
+2
+200% +$101 ﹤0.01% 1037
2025
Q1 		$53 Buy
+1
New +$56 ﹤0.01% 1041

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 $3.38T AUM 44.17% 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
Nantahala Capital Management
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
Jupiter Topco
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HFM Investment Advisors's TBBK Position: Q2 2026 in Review

HFM Investment Advisors increased its The Bancorp (TBBK) stake by 200% in Q2 2026, buying an estimated $229 and bringing the position to 6 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

HFM Investment Advisors first reported a position in TBBK in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • HFM Investment Advisors held 6 shares of The Bancorp worth $376 as of Q2 2026.
  • HFM Investment Advisors bought 4 The Bancorp shares in Q2 2026, an estimated $229.
  • The Bancorp made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1077 holding.
  • HFM Investment Advisors first reported a position in The Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.