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EverSource Wealth Advisors’s Capital Bancorp CBNK Stock Holding History

EverSource Wealth 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
Q1 		$2.82K Sell
95
-8
-8% -$239 ﹤0.01% 3513
2025
Q4 		$2.9K Sell
103
-24
-19% -$689 ﹤0.01% 3351
2025
Q3 		$4.05K Sell
127
-4
-3% -$134 ﹤0.01% 3246
2025
Q2 		$4.4K Buy
131
+123
+1,538% +$3.77K ﹤0.01% 3214
2025
Q1 		$227 Buy
+8
New +$237 ﹤0.01% 3682

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

EverSource Wealth Advisors's CBNK Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Capital Bancorp (CBNK) stake by 7.8% in Q1 2026, selling an estimated $239 and leaving 95 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

EverSource Wealth Advisors first reported a position in CBNK in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.4K in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • EverSource Wealth Advisors held 95 shares of Capital Bancorp worth $2.82K as of Q1 2026.
  • EverSource Wealth Advisors sold 8 Capital Bancorp shares in Q1 2026, an estimated $239.
  • Capital Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3513 holding.
  • EverSource Wealth Advisors first reported a position in Capital Bancorp in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Capital Bancorp position peaked at $4.4K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.