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Legend Financial Advisors’s The Bancorp TBBK Stock Holding History

Legend Financial 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 		$1.12M Buy
17,841
+4,382
+33% +$251K 0.63% 27
2026
Q1 		$723K Buy
13,459
+77
+0.6% +$4.61K 0.47% 29
2025
Q4 		$904K Sell
13,382
-305
-2% -$21K 0.55% 27
2025
Q3 		$1.03M Sell
13,687
-144
-1% -$10K 0.63% 25
2025
Q2 		$788K Sell
13,831
-28
-0.2% -$1.42K 0.52% 27
2025
Q1 		$732K Buy
13,859
+63
+0.5% +$3.5K 0.54% 24
2024
Q4 		$726K Sell
13,796
-93
-0.7% -$5.09K 0.51% 23
2024
Q3 		$743K Sell
13,889
-4,311
-24% -$208K 0.51% 23
2024
Q2 		$687K Buy
18,200
+380
+2% +$12.5K 0.49% 27
2024
Q1 		$596K Sell
17,820
-330
-2% -$13.1K 0.43% 32
2023
Q4 		$700K Buy
18,150
+53
+0.3% +$1.98K 0.56% 22
2023
Q3 		$624K Sell
18,097
-309
-2% -$11.3K 0.53% 26
2023
Q2 		$601K Sell
18,406
-315
-2% -$9.69K 0.5% 26
2023
Q1 		$521K Sell
18,721
-3,306
-15% -$105K 0.44% 30
2022
Q4 		$625K Sell
22,027
-430
-2% -$11.9K 0.55% 20
2022
Q3 		$494K Buy
+22,457
New +$520K 0.46% 23

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

Legend Financial Advisors's TBBK Position: Q2 2026 in Review

Legend Financial Advisors increased its The Bancorp (TBBK) stake by 33% in Q2 2026, buying an estimated $251K and bringing the position to 17,841 shares worth $1.12M. The position accounts for 0.63% of the portfolio, ranked #27.

Legend Financial Advisors first reported a position in TBBK in Q3 2022 and has held it in 16 quarters since. 291 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Legend Financial Advisors held 17,841 shares of The Bancorp worth $1.12M as of Q2 2026.
  • Legend Financial Advisors bought 4,382 The Bancorp shares in Q2 2026, an estimated $251K.
  • The Bancorp made up 0.63% of Legend Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Legend Financial Advisors first reported a position in The Bancorp in Q3 2022 and has held it in 16 quarters since.
  • 291 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

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