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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
2025-03-31 $365k 6.9k 52.84
2024-12-31 $365k 6.9k 52.63
2024-09-30 $358k 6.7k 53.50

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Ban

BlackRock
FMR
Vanguard Group
Invesco
American Century Companies
State Street Corporation
Dimensional Fund Advisors
Wellington Management Company
Geode Capital Management
Owls Nest Partners IA
Henderson Group
Franklin Resources
Loomis, Sayles and
Nantahala Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Ban