Position in TBBK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,130,150
+$390,451 QoQ
Shares Held
18,042
+31.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#119
of 289 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TBBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $37,709,058 across 36 Banks - Regional names. TBBK ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,763 | $5,112,264 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
102,216 | $4,433,619 | |
| 3 | USB |
US Bancorp De
|
67,342 | $4,067,456 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
69,235 | $3,571,141 | |
| 5 | TFC |
Truist Financial Corp
|
70,231 | $3,498,907 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
71,404 | $3,272,445 | |
| 7 | BPOP |
Popular, Inc.
|
7,044 | $1,156,483 | |
| 8 | TBBK |
Bancorp, Inc.
This page
|
18,042 | $1,130,150 |
All Filings in TBBK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,150 | 18,042 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $739,699 | 13,767 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $993,894 | 14,720 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,014,534 | 13,547 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||