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Ban shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Ban (TBBK) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Ban

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All positions including Ban held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ban by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 6.7k 53.50

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Ban

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Brown Advisory Holdings Incorporated
Dimensional Fund Advisors
Invesco
American Century Companies
Castle Creek Capital Partners VI
Geode Capital Management
Henderson Group
Franklin Resources
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Driehaus Capital Management

View all funds holding Ban