Pinnacle Wealth Planning Services
TBBK icon

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
Q3 		$51.4K Buy
1,068
+153
+17% +$9.6K 0.01% 1248
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Owls Nest Partners IA
Owls Nest Partners IA Chadds Ford, Pennsylvania $268M AUM 23.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Pinnacle Wealth Planning Services's TBBK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its The Bancorp (TBBK) stake by 17% in Q3 2026, buying an estimated $9.6K and bringing the position to 1,068 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #1248.

Pinnacle Wealth Planning Services first reported a position in TBBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $73.7K in Q4 2025. 232 funds tracked by Wall St. Rank hold TBBK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,068 shares of The Bancorp worth $51.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 153 The Bancorp shares in Q3 2026, an estimated $9.6K.
  • The Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1248 holding.
  • Pinnacle Wealth Planning Services first reported a position in The Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's The Bancorp position peaked at $73.7K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held The Bancorp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.