Janney Montgomery Scott
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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
Q2 		$346K Sell
9,865
-2,000
-17% -$64.1K ﹤0.01% 2638
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
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

Janney Montgomery Scott's CBNK Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Capital Bancorp (CBNK) stake by 17% in Q2 2026, selling an estimated $64.1K and leaving 9,865 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Janney Montgomery Scott first reported a position in CBNK in Q1 2023 and has held it in 13 quarters since. The position peaked at $529K in Q2 2025. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Janney Montgomery Scott held 9,865 shares of Capital Bancorp worth $346K as of Q2 2026.
  • Janney Montgomery Scott sold 2,000 Capital Bancorp shares in Q2 2026, an estimated $64.1K.
  • Capital Bancorp made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2638 holding.
  • Janney Montgomery Scott first reported a position in Capital Bancorp in Q1 2023 and has held it in 13 quarters since.
  • Janney Montgomery Scott's Capital Bancorp position peaked at $529K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.