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Cassilly Financial Group’s Capital Bancorp CBNK Stock Holding History

Cassilly Financial Group’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
Q3 		$206K Buy
+5,241
New +$191K 0.14% 78

Other funds holding CBNK

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cassilly Financial Group's CBNK Position: Q3 2026 in Review

Cassilly Financial Group opened a new position in Capital Bancorp (CBNK) in Q3 2026: 5,241 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #78 among its holdings.

3 funds tracked by Wall St. Rank hold CBNK as of Q3 2026.

  • Cassilly Financial Group held 5,241 shares of Capital Bancorp worth $206K as of Q3 2026.
  • Capital Bancorp was a new Cassilly Financial Group position in Q3 2026.
  • Capital Bancorp made up 0.14% of Cassilly Financial Group's portfolio in Q3 2026, its #78 holding.
  • 3 funds tracked by Wall St. Rank held Capital Bancorp as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.