UCFA
TBBK icon

United Capital Financial Advisors’s The Bancorp TBBK Stock Holding History

United Capital 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 		$589K Buy
9,401
+1,375
+17% +$78.8K ﹤0.01% 1030
2026
Q1 		$431K Buy
+8,026
New +$480K ﹤0.01% 1138

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

United Capital Financial Advisors's TBBK Position: Q2 2026 in Review

United Capital Financial Advisors increased its The Bancorp (TBBK) stake by 17% in Q2 2026, buying an estimated $78.8K and bringing the position to 9,401 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

United Capital Financial Advisors 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.

  • United Capital Financial Advisors held 9,401 shares of The Bancorp worth $589K as of Q2 2026.
  • United Capital Financial Advisors bought 1,375 The Bancorp shares in Q2 2026, an estimated $78.8K.
  • The Bancorp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1030 holding.
  • United Capital Financial Advisors 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.