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Olympiad Research’s The Bancorp TBBK Stock Holding History

Olympiad Research’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
2024
Q4 		– Sell
-5,662
Closed -$303K – 410
2024
Q3 		$303K Sell
5,662
-3,399
-38% -$164K 0.2% 176
2024
Q2 		$342K Sell
9,061
-3,784
-29% -$125K 0.25% 133
2024
Q1 		$430K Buy
+12,845
New +$511K 0.28% 100
2023
Q4 		– Sell
-6,276
Closed -$217K – 424
2023
Q3 		$217K Buy
+6,276
New +$229K 0.21% 238
2020
Q4 		– Sell
-14,928
Closed -$129K – 331
2020
Q3 		$129K Buy
+14,928
New +$137K 0.07% 318

Other funds holding TBBK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return