IFP Advisors’s The Bancorp TBBK Stock Holding History

IFP 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	$3.13K	Sell	50 -35	-41%	-$2K	﹤0.01%	4030
2026 Q1	$4.57K	Sell	85 -471	-85%	-$28.2K	﹤0.01%	3581
2025 Q4	$37.5K	Sell	556 -500	-47%	-$34.5K	﹤0.01%	2360
2025 Q3	$79.1K	Buy	+1,056	New	+$73.6K	﹤0.01%	1833
2025 Q2	–	Hold	0	–	–	–	2498
2024 Q4	–	Hold	0	–	–	–	3713
2024 Q2	–	Sell	-36	Closed	-$1.21K	–	3341
2024 Q1	$1.21K	Buy	+36	New	+$1.43K	﹤0.01%	2820
2023 Q1	–	Sell	-343	Closed	-$4K	–	4329
2022 Q4	$4K	Hold	343	–	–	﹤0.01%	3934
2022 Q3	$4K	Hold	343	–	–	﹤0.01%	4155
2022 Q2	$4K	Hold	343	–	–	﹤0.01%	3919
2022 Q1	$4K	Buy	+343	New	+$9.88K	﹤0.01%	3918
2019 Q4	–	Sell	-343	Closed	-$3K	–	3104
2019 Q3	$3K	Buy	+343	New	+$3.26K	﹤0.01%	2579
2019 Q1	$6K	Hold	683	–	–	﹤0.01%	1804
2018 Q4	$5K	Hold	683	–	–	﹤0.01%	2869
2018 Q3	$7K	Hold	683	–	–	﹤0.01%	3070
2018 Q2	$7K	Buy	683 +340	+99%	+$3.73K	﹤0.01%	3111
2018 Q1	$3K	Hold	343	–	–	﹤0.01%	3410
2017 Q4	$3K	Hold	343	–	–	﹤0.01%	3460
2017 Q3	$3K	Hold	343	–	–	﹤0.01%	3648
2017 Q2	$3K	Buy	+343	New	+$2.12K	﹤0.01%	3642
2016 Q2	–	Sell	-683	Closed	-$6K	–	4064
2016 Q1	$6K	Buy	+683	New	+$3.41K	﹤0.01%	1798

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 $3.37T AUM 44.26% 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

IFP Advisors's TBBK Position: Q2 2026 in Review

IFP Advisors reduced its The Bancorp (TBBK) stake by 41% in Q2 2026, selling an estimated $2K and leaving 50 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

IFP Advisors first reported a position in TBBK in Q1 2016 and has held it in 19 quarters since. The position peaked at $79.1K in Q3 2025. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

IFP Advisors held 50 shares of The Bancorp worth $3.13K as of Q2 2026.
IFP Advisors sold 35 The Bancorp shares in Q2 2026, an estimated $2K.
The Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4030 holding.
IFP Advisors first reported a position in The Bancorp in Q1 2016 and has held it in 19 quarters since.
IFP Advisors's The Bancorp position peaked at $79.1K in Q3 2025.
290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.