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Pinnacle Wealth Planning Services’s Capital Bancorp CBNK Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.2K Sell
403
-30
-7% -$961 ﹤0.01% 1932
2026
Q1 		$12.9K Hold
433
– – ﹤0.01% 1905
2025
Q4 		$12.2K Buy
+433
New +$12.4K ﹤0.01% 1933

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

Pinnacle Wealth Planning Services's CBNK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Capital Bancorp (CBNK) stake by 6.9% in Q2 2026, selling an estimated $961 and leaving 403 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Pinnacle Wealth Planning Services first reported a position in CBNK in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 403 shares of Capital Bancorp worth $14.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 30 Capital Bancorp shares in Q2 2026, an estimated $961.
  • Capital Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1932 holding.
  • Pinnacle Wealth Planning Services first reported a position in Capital Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.