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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
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

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

IFP Advisors's CBNK Position: Q2 2026 in Review

IFP Advisors opened a new position in Capital Bancorp (CBNK) in Q2 2026: 8 shares worth $281. The stake represents ﹤0.01% of the portfolio and ranks #4795 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CBNK as recently as Q3 2025.

IFP Advisors first reported a position in CBNK in Q4 2024 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • IFP Advisors held 8 shares of Capital Bancorp worth $281 as of Q2 2026.
  • Capital Bancorp was a new IFP Advisors position in Q2 2026.
  • Capital Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4795 holding.
  • IFP Advisors first reported a position in Capital Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.