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Ban shares owned by SkyOak Wealt

Quarter-by-quarter ownership of Ban (TBBK) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in Ban

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All positions including Ban held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ban by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $356k 4.8k 74.89
2025-06-30 $249k 4.4k 56.97
2024-12-31 $288k 5.5k 52.63

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for SkyOak Wealt

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