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Pinnacle Wealth Planning Services’s The Bancorp TBBK Stock Holding History

Pinnacle Wealth Planning Services’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 		$57.3K Buy
915
+34
+4% +$1.95K 0.01% 1172
2026
Q1 		$47.3K Sell
881
-210
-19% -$12.6K ﹤0.01% 1237
2025
Q4 		$73.7K Buy
+1,091
New +$75.3K 0.01% 960

Other funds holding TBBK

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American Century Companies
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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

Pinnacle Wealth Planning Services's TBBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its The Bancorp (TBBK) stake by 3.9% in Q2 2026, buying an estimated $1.95K and bringing the position to 915 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #1172.

Pinnacle Wealth Planning Services first reported a position in TBBK in Q4 2025 and has held it in 3 quarters since. The position peaked at $73.7K in Q4 2025. 291 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 915 shares of The Bancorp worth $57.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 34 The Bancorp shares in Q2 2026, an estimated $1.95K.
  • The Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1172 holding.
  • Pinnacle Wealth Planning Services first reported a position in The Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's The Bancorp position peaked at $73.7K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.