IFWM
TBBK icon

Institute for Wealth Management’s The Bancorp TBBK Stock Holding History

Institute for Wealth Management’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 		$16.9K Buy
+270
New +$15.5K ﹤0.01% 1181

Other funds holding TBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's TBBK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in The Bancorp (TBBK) in Q2 2026: 270 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

123 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Institute for Wealth Management held 270 shares of The Bancorp worth $16.9K as of Q2 2026.
  • The Bancorp was a new Institute for Wealth Management position in Q2 2026.
  • The Bancorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1181 holding.
  • 123 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.