Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Creative Planning's CBNK Position: Q1 2026 in Review

Creative Planning increased its Capital Bancorp (CBNK) stake by 29% in Q1 2026, buying an estimated $97K and bringing the position to 14,561 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Creative Planning first reported a position in CBNK in Q4 2024 and has held it in 6 quarters since. The position peaked at $690K in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Creative Planning held 14,561 shares of Capital Bancorp worth $433K as of Q1 2026.
  • Creative Planning bought 3,239 Capital Bancorp shares in Q1 2026, an estimated $97K.
  • Capital Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3141 holding.
  • Creative Planning first reported a position in Capital Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Capital Bancorp position peaked at $690K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.