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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
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 $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

HFM Investment Advisors's TBBK Position: Q1 2026 in Review

HFM Investment Advisors reduced its The Bancorp (TBBK) stake by 33% in Q1 2026, selling an estimated $60 and leaving 2 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

HFM Investment Advisors first reported a position in TBBK in Q1 2025 and has held it in 5 quarters since. The position peaked at $225 in Q3 2025. 278 funds tracked by Wall St. Rank hold TBBK as of Q1 2026.

  • HFM Investment Advisors held 2 shares of The Bancorp worth $107 as of Q1 2026.
  • HFM Investment Advisors sold 1 The Bancorp share in Q1 2026, an estimated $60.
  • The Bancorp made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1112 holding.
  • HFM Investment Advisors first reported a position in The Bancorp in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's The Bancorp position peaked at $225 in Q3 2025.
  • 278 funds tracked by Wall St. Rank held The Bancorp as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.