PWPS
CBNK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
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
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
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

Pinnacle Wealth Planning Services's CBNK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Capital Bancorp (CBNK) position steady in Q1 2026 at 433 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Pinnacle Wealth Planning Services first reported a position in CBNK in Q4 2025 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 433 shares of Capital Bancorp worth $12.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Capital Bancorp share count unchanged in Q1 2026.
  • Capital Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1905 holding.
  • Pinnacle Wealth Planning Services first reported a position in Capital Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.