Steward Partners Investment Advisory, LLC

Position in TBBK — Bancorp, Inc.

CIK 1723397 STAMFORD, CT

Position in TBBK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,086,287

+$598,235 QoQ

Shares Held

33,306

+20.3% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#90

of 287 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. TBBK ranks #10 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	132,130	$6,582,716
2	FCNCA	First Citizens Bancshares Inc /De/	3,102	$6,454,610
3	HWC	Hancock Whitney Corp	78,807	$5,888,459
4	RF	Regions Financial Corp	154,417	$4,663,393
5	FITB	Fifth Third Bancorp	80,356	$4,529,667
6	PNC	Pnc Financial Services Group, Inc.	18,291	$4,503,610
7	CFG	Citizens Financial Group Inc/Ri	52,507	$3,679,165
8	USB	US Bancorp \De\	56,496	$3,412,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,086,287	33,306	+20.3%	Shares	Sole	2026-08-13
2026-03-31	$1,488,052	27,695	+48.8%	Shares	Sole	2026-05-08
2025-12-31	$1,256,952	18,616	+17.0%	Shares	Sole	2026-02-12
2025-09-30	$1,191,874	15,915	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$922,914	16,200	+1.9%	Shares	Sole	2025-08-12
2025-03-31	$839,786	15,893	+766.1%	Shares	Sole	2025-05-13
2024-12-31	$96,576	1,835	+4.9%	Shares	Sole	2025-02-06
2024-09-30	$93,571	1,749	+109.5%	Shares	Sole	2024-11-14
2023-03-31	$23,254	835	0.0%	Shares	Sole	2023-05-15
2022-12-31	$23,697	835	0.0%	Shares	Sole	2023-02-15
2022-09-30	$18,353	835	-98.0%	Shares	Sole	2022-11-10
2022-06-30	$828,311	42,434	+312.3%	Shares	Sole	2022-08-04
2022-03-31	$291,572	10,292	+4801.0%	Shares	Sole	2022-05-02
2021-12-31	$5,315	210	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.