JWA
TBBK icon

JFS Wealth Advisors’s The Bancorp TBBK Stock Holding History

JFS Wealth 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 		$1.75K Buy
28
+5
+22% +$286 ﹤0.01% 1648
2026
Q1 		$1.24K Sell
23
-1
-4% -$60 ﹤0.01% 1628
2025
Q4 		$1.62K Buy
24
+7
+41% +$483 ﹤0.01% 1609
2025
Q3 		$1.27K Hold
17
– – ﹤0.01% 1560
2025
Q2 		$969 Buy
17
+3
+21% +$152 ﹤0.01% 1576
2025
Q1 		$740 Buy
14
+9
+180% +$500 ﹤0.01% 1705
2024
Q4 		$264 Buy
5
+2
+67% +$109 ﹤0.01% 1835
2024
Q3 		$161 Hold
3
– – ﹤0.01% 1880
2024
Q2 		$114 Sell
3
-1
-25% -$33 ﹤0.01% 1924
2024
Q1 		$134 Hold
4
– – ﹤0.01% 1927
2023
Q4 		$155 Buy
+4
New +$150 ﹤0.01% 1926

Other funds holding TBBK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return