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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
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 $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

Advisory Services Network's CBNK Position: Q1 2026 in Review

Advisory Services Network opened a new position in Capital Bancorp (CBNK) in Q1 2026: 906 shares worth $26.9K. The stake represents ﹤0.01% of the portfolio and ranks #3007 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CBNK as recently as Q3 2025.

Advisory Services Network first reported a position in CBNK in Q4 2022 and has held it in 3 quarters since. The position peaked at $28.9K in Q3 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Advisory Services Network held 906 shares of Capital Bancorp worth $26.9K as of Q1 2026.
  • Capital Bancorp was a new Advisory Services Network position in Q1 2026.
  • Capital Bancorp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3007 holding.
  • Advisory Services Network first reported a position in Capital Bancorp in Q4 2022 and has held it in 3 quarters since.
  • Advisory Services Network's Capital Bancorp position peaked at $28.9K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.