Wipfli Financial Advisors’s The Bancorp TBBK Stock Holding History

Wipfli 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
2022 Q3	$6K	Buy	+275	New	+$6.37K	﹤0.01%	2043

Other funds holding TBBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wipfli Financial Advisors's TBBK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in The Bancorp (TBBK) in Q3 2022: 275 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2043 among its holdings.

170 funds tracked by Wall St. Rank hold TBBK as of Q3 2022.

Wipfli Financial Advisors held 275 shares of The Bancorp worth $6K as of Q3 2022.
The Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
The Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2043 holding.
170 funds tracked by Wall St. Rank held The Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.