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HighPoint Advisor Group’s Capital Bancorp CBNK Stock Holding History

HighPoint Advisor Group’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 		– Sell
-38,798
Closed -$1.09M – 706
2025
Q4 		$1.09M Hold
38,798
– – 0.02% 446
2025
Q3 		$1.24M Hold
38,798
– – 0.06% 227
2025
Q2 		$1.3M Sell
38,798
-3,000
-7% -$92.1K 0.07% 212
2025
Q1 		$1.27M Hold
41,798
– – 0.07% 211
2024
Q4 		$1.35M Buy
+41,798
New +$1.14M 0.07% 204

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

HighPoint Advisor Group's CBNK Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Capital Bancorp (CBNK) in Q1 2026, closing a stake of 38,798 shares — an estimated $1.09M sold.

HighPoint Advisor Group first reported a position in CBNK in Q4 2024 and held it in 5 quarters. The position peaked at $1.35M in Q4 2024. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Capital Bancorp position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 38,798 Capital Bancorp shares in Q1 2026, an estimated $1.09M.
  • HighPoint Advisor Group first reported a position in Capital Bancorp in Q4 2024 and held it in 5 quarters.
  • HighPoint Advisor Group's Capital Bancorp position peaked at $1.35M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.