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Ackerman Asset Management’s Capital Bancorp CBNK Stock Holding History

Ackerman Asset Management’s Portfolio CBNK Stock Details CBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Sell
26,576
-736
-3% -$23.6K 0.56% 13
2026
Q1 		$812K Sell
27,312
-4,837
-15% -$145K 0.57% 13
2025
Q4 		$906K Hold
32,149
– – 0.6% 12
2025
Q3 		$1.03M Sell
32,149
-3,851
-11% -$129K 0.73% 12
2025
Q2 		$1.21M Hold
36,000
– – 0.97% 10
2025
Q1 		$1.02M Buy
+36,000
New +$1.06M 0.92% 11

Other funds holding CBNK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ackerman Asset Management's CBNK Position: Q2 2026 in Review

Ackerman Asset Management reduced its Capital Bancorp (CBNK) stake by 2.7% in Q2 2026, selling an estimated $23.6K and leaving 26,576 shares worth $933K. The position accounts for 0.56% of the portfolio, ranked #13.

Ackerman Asset Management first reported a position in CBNK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Ackerman Asset Management held 26,576 shares of Capital Bancorp worth $933K as of Q2 2026.
  • Ackerman Asset Management sold 736 Capital Bancorp shares in Q2 2026, an estimated $23.6K.
  • Capital Bancorp made up 0.56% of Ackerman Asset Management's portfolio in Q2 2026, its #13 holding.
  • Ackerman Asset Management first reported a position in Capital Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Ackerman Asset Management's Capital Bancorp position peaked at $1.21M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.