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Wealthspire Advisors (New York)’s The Bancorp TBBK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-216
Closed -$16.2K – 2686
2025
Q3 		$16.2K Buy
+216
New +$15.1K ﹤0.01% 1787

Other funds holding TBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s TBBK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of The Bancorp (TBBK) in Q4 2025, closing a stake of 216 shares — an estimated $16.2K sold.

Wealthspire Advisors (New York) first reported a position in TBBK in Q3 2025 and held it in 1 quarter. The position peaked at $16.2K in Q3 2025. 276 funds tracked by Wall St. Rank hold TBBK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining The Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 216 The Bancorp shares in Q4 2025, an estimated $16.2K.
  • Wealthspire Advisors (New York) first reported a position in The Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s The Bancorp position peaked at $16.2K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held The Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.