Institutional Ownership Bancorp, Inc. (TBBK)
This table provides information about the institutional ownership of Bancorp, Inc. (TBBK). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
32
shares
|
$2,439
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
28
shares
|
$2,134
0.0% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
22
shares
|
$1,677
0.0% of portfolio
|
Q2 2025
Reduced 55.1%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
18
shares
|
$1,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
17
shares
|
$1,296
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
15
shares
|
$1,143
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
9
shares
|
$686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
8
shares
|
$609
0.0% of portfolio
|
Q1 2025
Reduced 74.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7
shares
|
$533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$457
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
6
shares
|
$457
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5
shares
|
$381
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$304
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
4
shares
|
$304
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$228
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2
shares
|
$152
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$76
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$76
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$76
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$76
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|