MPWT
TBBK icon

MassMutual Private Wealth & Trust’s The Bancorp TBBK Stock Holding History

MassMutual Private Wealth & Trust’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 		$7.02K Hold
112
– – ﹤0.01% 1556
2026
Q1 		$6.02K Sell
112
-28
-20% -$1.68K ﹤0.01% 1597
2025
Q4 		$9.45K Buy
140
+28
+25% +$1.93K ﹤0.01% 1415
2025
Q3 		$8.39K Hold
112
– – ﹤0.01% 1460
2025
Q2 		$6.38K Buy
112
+17
+18% +$860 ﹤0.01% 1538
2025
Q1 		$5.02K Hold
95
– – ﹤0.01% 1605
2024
Q4 		$5K Hold
95
– – ﹤0.01% 1535
2024
Q3 		$5.08K Hold
95
– – ﹤0.01% 1378
2024
Q2 		$3.59K Sell
95
-38
-29% -$1.25K ﹤0.01% 1429
2024
Q1 		$4.45K Buy
133
+59
+80% +$2.35K ﹤0.01% 1312
2023
Q4 		$2.85K Hold
74
– – ﹤0.01% 1397
2023
Q3 		$2.55K Hold
74
– – ﹤0.01% 1440
2023
Q2 		$2.42K Hold
74
– – ﹤0.01% 1421
2023
Q1 		$2.06K Hold
74
– – ﹤0.01% 1409
2022
Q4 		$2K Buy
74
+33
+80% +$912 ﹤0.01% 1337
2022
Q3 		$1K Buy
+41
New +$950 ﹤0.01% 1529

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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return