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Clearstead Advisors’s Capital Bancorp CBNK Stock Holding History

Clearstead Advisors’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 		$282 Buy
+8
New +$256 ﹤0.01% 3090
2025
Q4 		– Sell
-4
Closed -$128 – 2824
2025
Q3 		$128 Hold
4
– – ﹤0.01% 2906
2025
Q2 		$135 Buy
+4
New +$123 ﹤0.01% 2587

Other funds holding CBNK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clearstead Advisors's CBNK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Capital Bancorp (CBNK) in Q2 2026: 8 shares worth $282. The stake represents ﹤0.01% of the portfolio and ranks #3090 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CBNK as recently as Q3 2025.

Clearstead Advisors first reported a position in CBNK in Q2 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Clearstead Advisors held 8 shares of Capital Bancorp worth $282 as of Q2 2026.
  • Capital Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Capital Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3090 holding.
  • Clearstead Advisors first reported a position in Capital Bancorp in Q2 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.