Position in TBBK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$441,048
+$62,736 QoQ
Shares Held
7,041
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#170
of 287 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY FORGE INVESTMENT CONSULTANTS INC ADV holds $441,048 across 1 Banks - Regional name. TBBK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TBBK |
Bancorp, Inc.
This page
|
7,041 | $441,048 |
All Filings in TBBK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,048 | 7,041 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $378,312 | 7,041 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $475,408 | 7,041 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $527,300 | 7,041 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $401,125 | 7,041 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||