IWC
TBBK icon

Integrated Wealth Concepts’s The Bancorp TBBK Stock Holding History

Integrated Wealth Concepts’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 		$24.6K Buy
+393
New +$22.5K ﹤0.01% 3919

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 $3.37T AUM 44.26% 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
NCM
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
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's TBBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in The Bancorp (TBBK) in Q2 2026: 393 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #3919 among its holdings.

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

  • Integrated Wealth Concepts held 393 shares of The Bancorp worth $24.6K as of Q2 2026.
  • The Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • The Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3919 holding.
  • 290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.