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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

TBBK holding history

Bancorp, Inc. in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TBBK overviewAll 13F holders of TBBKFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$126
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of TBBK by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$126<0.1%−2−50.0%ReducedHolders
Q1 20264$215<0.1%00.0%UnchangedHolders
Q4 20254$271<0.1%00.0%UnchangedHolders
Q3 20254$300<0.1%00.0%UnchangedHolders
Q2 20254$228<0.1%00.0%UnchangedHolders
Q1 20254$212<0.1%−2−33.3%ReducedHolders
Q4 20246$316<0.1%00.0%UnchangedHolders
Q3 20246$321<0.1%00.0%UnchangedHolders
Q2 20246$227<0.1%−2−25.0%ReducedHolders
Q1 20248$268<0.1%00.0%UnchangedHolders
Q4 20238$309<0.1%00.0%UnchangedHolders
Q3 20238$276<0.1%00.0%UnchangedHolders
Q2 20238$262<0.1%+8NewHolders