Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WTC
WhitTier Trust Company’s
The Bancorp
TBBK
Stock Holding History
WhitTier Trust Company’s Portfolio
TBBK Stock Details
TBBK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$63K
Sell
1,122
-73,930
-99%
-$4.43M
﹤0.01%
675
2025
Q4
$5.21M
Buy
75,052
+1,062
+1%
+$73.3K
0.11%
153
2025
Q3
$5.63M
Buy
73,990
+479
+0.7%
+$33.4K
0.12%
148
2025
Q2
$4.19M
Buy
73,511
+2,570
+4%
+$130K
0.1%
177
2025
Q1
$3.75M
Buy
70,941
+3,578
+5%
+$199K
0.09%
179
2024
Q4
$3.55M
Buy
67,363
+2,839
+4%
+$155K
0.09%
178
2024
Q3
$3.45M
Sell
64,524
-75,409
-54%
-$3.64M
0.09%
178
2024
Q2
$5.28M
Buy
139,933
+5,482
+4%
+$181K
0.15%
131
2024
Q1
$4.5M
Buy
134,451
+7,259
+6%
+$289K
0.13%
151
2023
Q4
$4.9M
Buy
127,192
+60,016
+89%
+$2.25M
0.16%
139
2023
Q3
$2.32M
Buy
67,176
+1,737
+3%
+$63.3K
0.08%
191
2023
Q2
$2.14M
Buy
+65,439
New
+$2.01M
0.07%
210
Other funds holding TBBK
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
NCM
Nantahala Capital Management
New Canaan, Connecticut
$2.72B AUM
121.58%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
ONPI
Owls Nest Partners IA
Chadds Ford, Pennsylvania
$286M AUM
16.4%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close