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Advisory Services Network’s Capital Bancorp CBNK Stock Holding History

Advisory Services Network’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 		– Sell
-906
Closed -$26.9K – 2546
2026
Q1 		$26.9K Buy
+906
New +$27.1K ﹤0.01% 3007
2025
Q4 		– Sell
-906
Closed -$28.9K – 2186
2025
Q3 		$28.9K Buy
+906
New +$30.3K ﹤0.01% 2770
2023
Q1 		– Sell
-1,000
Closed -$23.5K – 4022
2022
Q4 		$23.5K Buy
+1,000
New +$24.1K ﹤0.01% 2376

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

Advisory Services Network's CBNK Position: Q2 2026 in Review

Advisory Services Network sold out of Capital Bancorp (CBNK) in Q2 2026, closing a stake of 906 shares — an estimated $26.9K sold.

Advisory Services Network first reported a position in CBNK in Q4 2022 and held it in 3 quarters. The position peaked at $28.9K in Q3 2025. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Advisory Services Network reported no remaining Capital Bancorp position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 906 Capital Bancorp shares in Q2 2026, an estimated $26.9K.
  • Advisory Services Network first reported a position in Capital Bancorp in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's Capital Bancorp position peaked at $28.9K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.