Janney Montgomery Scott’s Capital Bancorp CBNK Stock Holding History

Janney Montgomery Scott’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	$353K	Sell	11,865 -1,615	-12%	-$48.3K	﹤0.01%	2280
2025 Q4	$380K	Sell	13,480 -1,265	-9%	-$36.3K	﹤0.01%	2392
2025 Q3	$470K	Sell	14,745 -1,020	-6%	-$34.1K	﹤0.01%	2183
2025 Q2	$529K	Sell	15,765 -620	-4%	-$19K	﹤0.01%	1963
2025 Q1	$464K	Buy	+16,385	New	+$485K	﹤0.01%	2033
2024 Q4	–	Sell	-14,700	Closed	-$378K	–	2710
2024 Q3	$378K	Buy	14,700 +2,100	+17%	+$50.6K	﹤0.01%	2147
2024 Q2	$258K	Sell	12,600 -600	-5%	-$12K	﹤0.01%	2296
2024 Q1	$275K	Buy	13,200 +575	+5%	+$12.3K	﹤0.01%	2388
2023 Q4	$306K	Sell	12,625 -50	-0.4%	-$1.06K	﹤0.01%	2203
2023 Q3	$242K	Hold	12,675	–	–	﹤0.01%	2276
2023 Q2	$229K	Buy	12,675 +300	+2%	+$5.14K	﹤0.01%	2385
2023 Q1	$206K	Buy	+12,375	New	+$253K	﹤0.01%	2269

Other funds holding CBNK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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 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

Janney Montgomery Scott's CBNK Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Capital Bancorp (CBNK) stake by 12% in Q1 2026, selling an estimated $48.3K and leaving 11,865 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Janney Montgomery Scott first reported a position in CBNK in Q1 2023 and has held it in 12 quarters since. The position peaked at $529K in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

Janney Montgomery Scott held 11,865 shares of Capital Bancorp worth $353K as of Q1 2026.
Janney Montgomery Scott sold 1,615 Capital Bancorp shares in Q1 2026, an estimated $48.3K.
Capital Bancorp made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2280 holding.
Janney Montgomery Scott first reported a position in Capital Bancorp in Q1 2023 and has held it in 12 quarters since.
Janney Montgomery Scott's Capital Bancorp position peaked at $529K in Q2 2025.
122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.