IFP Advisors
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IFP Advisors’s Capital Bancorp CBNK Stock Holding History

IFP 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
Q3 		$314 Hold
8
– – ﹤0.01% 4785
2026
Q2 		$281 Buy
+8
New +$256 ﹤0.01% 4795
2025
Q4 		– Sell
-5
Closed -$160 – 4902
2025
Q3 		$160 Hold
5
– – ﹤0.01% 4441
2025
Q2 		$235 Buy
5
+1
+25% +$31 ﹤0.01% 4604
2025
Q1 		$113 Hold
4
– – ﹤0.01% 3818
2024
Q4 		$114 Buy
+4
New +$110 ﹤0.01% 3977

Other funds holding CBNK

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Cassilly Financial Group
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

IFP Advisors's CBNK Position: Q3 2026 in Review

IFP Advisors held its Capital Bancorp (CBNK) position steady in Q3 2026 at 8 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #4785.

IFP Advisors first reported a position in CBNK in Q4 2024 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold CBNK as of Q3 2026.

  • IFP Advisors held 8 shares of Capital Bancorp worth $314 as of Q3 2026.
  • IFP Advisors left its Capital Bancorp share count unchanged in Q3 2026.
  • Capital Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4785 holding.
  • IFP Advisors first reported a position in Capital Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Capital Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.