Root Financial Partners
TBBK icon

Root Financial Partners’s The Bancorp TBBK Stock Holding History

Root Financial Partners’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 		$6.84K Buy
+142
New +$8.94K ﹤0.01% 2095
2026
Q2 		– Sell
-100
Closed -$5.37K – 2871
2026
Q1 		$5.37K Hold
100
– – ﹤0.01% 1923
2025
Q4 		$6.75K Buy
100
+12
+14% +$828 ﹤0.01% 1659
2025
Q3 		$6.59K Buy
+88
New +$6.13K ﹤0.01% 1615

Other funds holding TBBK

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Root Financial Partners's TBBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in The Bancorp (TBBK) in Q3 2026: 142 shares worth $6.84K. The stake represents ﹤0.01% of the portfolio and ranks #2095 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TBBK as recently as Q1 2026.

Root Financial Partners first reported a position in TBBK in Q3 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold TBBK as of Q3 2026.

  • Root Financial Partners held 142 shares of The Bancorp worth $6.84K as of Q3 2026.
  • The Bancorp was a new Root Financial Partners position in Q3 2026.
  • The Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2095 holding.
  • Root Financial Partners first reported a position in The Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held The Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.