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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Ackerman Asset Management's CBNK Position: Q1 2026 in Review

Ackerman Asset Management reduced its Capital Bancorp (CBNK) stake by 15% in Q1 2026, selling an estimated $145K and leaving 27,312 shares worth $812K. The position accounts for 0.57% of the portfolio, ranked #13.

Ackerman Asset Management first reported a position in CBNK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Ackerman Asset Management held 27,312 shares of Capital Bancorp worth $812K as of Q1 2026.
  • Ackerman Asset Management sold 4,837 Capital Bancorp shares in Q1 2026, an estimated $145K.
  • Capital Bancorp made up 0.57% of Ackerman Asset Management's portfolio in Q1 2026, its #13 holding.
  • Ackerman Asset Management first reported a position in Capital Bancorp in Q1 2025 and has held it in 5 quarters since.
  • Ackerman Asset Management's Capital Bancorp position peaked at $1.21M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.