Bancorp Inc/the (TBBK) 13F Ownership Report (Q2 2026)

TBBK ranks #2200 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TBBK is a top-conviction position for Owls Nest Partners IA, LLC — at 19.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TBBK belongs to BlackRock, Inc., but the position matters far more to Owls Nest Partners IA, LLC, who has 19.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Jupiter Asset Management LTD has added to its TBBK position for two straight quarters, increasing it by $13.3M to reach $40.5M today.

Fidelity has trimmed its TBBK position for two straight quarters, cutting it by $178.2M while still holding $69.0M.

TBBK is down 1% today, but institutions show net buying of $227.7M this quarter — a divergence between today's price move and the underlying institutional flow.

TBBK closed its latest fiscal year with net income of $228.2M, and currently trades at a P/E of 13.1.

• Profitable — net income of $228.2M in the latest fiscal year
• Revenue grew 20.8% year over year
• Net income improved year over year, from $217.5M to $228.2M
• Generated $265.0M in positive operating cash flow
• Liabilities run 12.56x equity — a highly leveraged balance sheet worth noting