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Allworth Financial’s Capital Bancorp CBNK Stock Holding History

Allworth Financial’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 		$2.99K Buy
85
+69
+431% +$2.21K ﹤0.01% 4355
2026
Q1 		$476 Sell
16
-7
-30% -$210 ﹤0.01% 4738
2025
Q4 		$648 Sell
23
-22
-49% -$631 ﹤0.01% 4468
2025
Q3 		$1.44K Buy
45
+18
+67% +$602 ﹤0.01% 4143
2025
Q2 		$907 Hold
27
– – ﹤0.01% 3982
2025
Q1 		$768 Buy
27
+9
+50% +$266 ﹤0.01% 3559
2024
Q4 		$512 Buy
+18
New +$493 ﹤0.01% 3590

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

Allworth Financial's CBNK Position: Q2 2026 in Review

Allworth Financial increased its Capital Bancorp (CBNK) stake by 431% in Q2 2026, buying an estimated $2.21K and bringing the position to 85 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4355.

Allworth Financial first reported a position in CBNK in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Allworth Financial held 85 shares of Capital Bancorp worth $2.99K as of Q2 2026.
  • Allworth Financial bought 69 Capital Bancorp shares in Q2 2026, an estimated $2.21K.
  • Capital Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4355 holding.
  • Allworth Financial first reported a position in Capital Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.