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Prestige Wealth Management Group’s The Bancorp TBBK Stock Holding History

Prestige Wealth Management Group’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 		$627 Buy
10
+7
+233% +$401 ﹤0.01% 991
2026
Q1 		$162 Buy
+3
New +$180 ﹤0.01% 1088

Other funds holding TBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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

Prestige Wealth Management Group's TBBK Position: Q2 2026 in Review

Prestige Wealth Management Group increased its The Bancorp (TBBK) stake by 233% in Q2 2026, buying an estimated $401 and bringing the position to 10 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Prestige Wealth Management Group first reported a position in TBBK in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Prestige Wealth Management Group held 10 shares of The Bancorp worth $627 as of Q2 2026.
  • Prestige Wealth Management Group bought 7 The Bancorp shares in Q2 2026, an estimated $401.
  • The Bancorp made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #991 holding.
  • Prestige Wealth Management Group first reported a position in The Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.