Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Bancorp CBNK Stock Holding History

Carson Wealth (CWM LLC)’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 		$26.5K Sell
890
-57
-6% -$1.71K ﹤0.01% 4258
2025
Q4 		$27K Sell
947
-329
-26% -$9.44K ﹤0.01% 3996
2025
Q3 		$41K Buy
1,276
+222
+21% +$7.43K ﹤0.01% 3673
2025
Q2 		$35K Sell
1,054
-30
-3% -$921 ﹤0.01% 3527
2025
Q1 		$31K Buy
1,084
+193
+22% +$5.71K ﹤0.01% 3355
2024
Q4 		$25K Buy
891
+392
+79% +$10.7K ﹤0.01% 3276
2024
Q3 		$13K Buy
499
+242
+94% +$5.83K ﹤0.01% 3613
2024
Q2 		$5K Buy
257
+195
+315% +$3.91K ﹤0.01% 3844
2024
Q1 		$1K Buy
62
+37
+148% +$794 ﹤0.01% 4091
2023
Q4 		$1K Buy
25
+3
+14% +$63 ﹤0.01% 3907
2023
Q3 		$0 Buy
+22
New +$427 ﹤0.01% 4203

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CBNK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Capital Bancorp (CBNK) stake by 6% in Q1 2026, selling an estimated $1.71K and leaving 890 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4258.

Carson Wealth (CWM LLC) first reported a position in CBNK in Q3 2023 and has held it in 11 quarters since. The position peaked at $41K in Q3 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 890 shares of Capital Bancorp worth $26.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 57 Capital Bancorp shares in Q1 2026, an estimated $1.71K.
  • Capital Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4258 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Capital Bancorp position peaked at $41K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.