EWA
CBNK icon

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
Q2 		$3.48K Buy
99
+4
+4% +$128 ﹤0.01% 3467
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 $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

EverSource Wealth Advisors's CBNK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Bancorp (CBNK) stake by 4.2% in Q2 2026, buying an estimated $128 and bringing the position to 99 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

EverSource Wealth Advisors first reported a position in CBNK in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.4K in Q2 2025. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • EverSource Wealth Advisors held 99 shares of Capital Bancorp worth $3.48K as of Q2 2026.
  • EverSource Wealth Advisors bought 4 Capital Bancorp shares in Q2 2026, an estimated $128.
  • Capital Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3467 holding.
  • EverSource Wealth Advisors first reported a position in Capital Bancorp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Capital Bancorp position peaked at $4.4K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.