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LRI Investments’s The Bancorp TBBK Stock Holding History

LRI Investments’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 		$125 Buy
+2
New +$115 ﹤0.01% 1822

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

LRI Investments's TBBK Position: Q2 2026 in Review

LRI Investments opened a new position in The Bancorp (TBBK) in Q2 2026: 2 shares worth $125. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings.

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

  • LRI Investments held 2 shares of The Bancorp worth $125 as of Q2 2026.
  • The Bancorp was a new LRI Investments position in Q2 2026.
  • The Bancorp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1822 holding.
  • 69 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.