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TBBK icon

LifeSteps Financial’s The Bancorp TBBK Stock Holding History

LifeSteps Financial’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 		$5.32K Buy
+85
New +$4.87K ﹤0.01% 527

Other funds holding TBBK

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
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's TBBK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in The Bancorp (TBBK) in Q2 2026: 85 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

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

  • LifeSteps Financial held 85 shares of The Bancorp worth $5.32K as of Q2 2026.
  • The Bancorp was a new LifeSteps Financial position in Q2 2026.
  • The Bancorp made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #527 holding.
  • 65 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.