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Sequoia Financial Advisors’s The Bancorp TBBK Stock Holding History

Sequoia Financial Advisors’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 		$612K Sell
9,772
-7
-0.1% -$401 ﹤0.01% 1214
2026
Q1 		$525K Sell
9,779
-571
-6% -$34.2K ﹤0.01% 1247
2025
Q4 		$699K Buy
10,350
+546
+6% +$37.7K ﹤0.01% 1085
2025
Q3 		$734K Buy
9,804
+38
+0.4% +$2.65K ﹤0.01% 947
2025
Q2 		$556K Sell
9,766
-44
-0.4% -$2.23K ﹤0.01% 947
2025
Q1 		$518K Buy
+9,810
New +$545K ﹤0.01% 843

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

Sequoia Financial Advisors's TBBK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its The Bancorp (TBBK) stake by 0.07% in Q2 2026, selling an estimated $401 and leaving 9,772 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Sequoia Financial Advisors first reported a position in TBBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $734K in Q3 2025. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Sequoia Financial Advisors held 9,772 shares of The Bancorp worth $612K as of Q2 2026.
  • Sequoia Financial Advisors sold 7 The Bancorp shares in Q2 2026, an estimated $401.
  • The Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1214 holding.
  • Sequoia Financial Advisors first reported a position in The Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's The Bancorp position peaked at $734K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.