IWC
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Integrated Wealth Concepts’s Capital Bancorp CBNK Stock Holding History

Integrated Wealth Concepts’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 		$7.34K Buy
+209
New +$6.7K ﹤0.01% 4748

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

Integrated Wealth Concepts's CBNK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Capital Bancorp (CBNK) in Q2 2026: 209 shares worth $7.34K. The stake represents ﹤0.01% of the portfolio and ranks #4748 among its holdings.

127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Integrated Wealth Concepts held 209 shares of Capital Bancorp worth $7.34K as of Q2 2026.
  • Capital Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Capital Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4748 holding.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.