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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$690K Buy
20,536
+6,473
+46% +$217K ﹤0.01% 2170
2025
Q1 		$398K Buy
14,063
+4,252
+43% +$120K ﹤0.01% 2496
2024
Q4 		$280K Buy
+9,811
New +$280K ﹤0.01% 2712