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Twin Peaks Wealth Advisors’s The Bancorp TBBK Stock Holding History

Twin Peaks Wealth 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 		– Sell
-132
Closed -$7.09K – 1971
2026
Q1 		$7.09K Buy
+132
New +$7.9K ﹤0.01% 1236
2025
Q3 		– Sell
-177
Closed -$11.9K – 1895
2025
Q2 		$11.9K Buy
+177
New +$8.95K ﹤0.01% 844

Other funds holding TBBK

BlackRock
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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

Twin Peaks Wealth Advisors's TBBK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of The Bancorp (TBBK) in Q2 2026, closing a stake of 132 shares — an estimated $7.09K sold.

Twin Peaks Wealth Advisors first reported a position in TBBK in Q2 2025 and held it in 2 quarters. The position peaked at $11.9K in Q2 2025. 290 funds tracked by Wall St. Rank hold TBBK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining The Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 132 The Bancorp shares in Q2 2026, an estimated $7.09K.
  • Twin Peaks Wealth Advisors first reported a position in The Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's The Bancorp position peaked at $11.9K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held The Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.