Creative Planning
CBNK icon

Creative Planning’s Capital Bancorp CBNK Stock Holding History

Creative Planning’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 		$990K Buy
28,188
+13,627
+94% +$437K ﹤0.01% 2648
2026
Q1 		$433K Buy
14,561
+3,239
+29% +$97K ﹤0.01% 3141
2025
Q4 		$319K Sell
11,322
-9,696
-46% -$278K ﹤0.01% 3198
2025
Q3 		$670K Buy
21,018
+482
+2% +$16.1K ﹤0.01% 2467
2025
Q2 		$690K Buy
20,536
+6,473
+46% +$199K ﹤0.01% 2175
2025
Q1 		$398K Buy
14,063
+4,252
+43% +$126K ﹤0.01% 2502
2024
Q4 		$280K Buy
+9,811
New +$269K ﹤0.01% 2721

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

Creative Planning's CBNK Position: Q2 2026 in Review

Creative Planning increased its Capital Bancorp (CBNK) stake by 94% in Q2 2026, buying an estimated $437K and bringing the position to 28,188 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Creative Planning 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.

  • Creative Planning held 28,188 shares of Capital Bancorp worth $990K as of Q2 2026.
  • Creative Planning bought 13,627 Capital Bancorp shares in Q2 2026, an estimated $437K.
  • Capital Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2648 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.