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Independent Financial Group’s The Bancorp TBBK Stock Holding History

Independent Financial Group’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
2025
Q4 		– Sell
-2,963
Closed -$222K – 1481
2025
Q3 		$222K Buy
+2,963
New +$207K 0.01% 1236

Other funds holding TBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Independent Financial Group's TBBK Position: Q4 2025 in Review

Independent Financial Group sold out of The Bancorp (TBBK) in Q4 2025, closing a stake of 2,963 shares — an estimated $222K sold.

Independent Financial Group first reported a position in TBBK in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 276 funds tracked by Wall St. Rank hold TBBK as of Q4 2025.

  • Independent Financial Group reported no remaining The Bancorp position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 2,963 The Bancorp shares in Q4 2025, an estimated $222K.
  • Independent Financial Group first reported a position in The Bancorp in Q3 2025 and held it in 1 quarter.
  • Independent Financial Group's The Bancorp position peaked at $222K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held The Bancorp as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.