Rockefeller Capital Management
CBNK icon

Rockefeller Capital Management’s Capital Bancorp CBNK Stock Holding History

Rockefeller Capital Management’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 		$300K Sell
10,076
-7,646
-43% -$229K ﹤0.01% 2261
2025
Q4 		$499K Hold
17,722
– – ﹤0.01% 1903
2025
Q3 		$565K Hold
17,722
– – ﹤0.01% 1716
2025
Q2 		$595K Hold
17,722
– – ﹤0.01% 1512
2025
Q1 		$502K Sell
17,722
-63
-0.4% -$1.86K ﹤0.01% 1478
2024
Q4 		$507K Sell
17,785
-1,937
-10% -$53K ﹤0.01% 1470
2024
Q3 		$507K Sell
19,722
-135
-0.7% -$3.25K ﹤0.01% 1421
2024
Q2 		$407K Buy
+19,857
New +$398K ﹤0.01% 1494

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

Rockefeller Capital Management's CBNK Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Capital Bancorp (CBNK) stake by 43% in Q1 2026, selling an estimated $229K and leaving 10,076 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Rockefeller Capital Management first reported a position in CBNK in Q2 2024 and has held it in 8 quarters since. The position peaked at $595K in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Rockefeller Capital Management held 10,076 shares of Capital Bancorp worth $300K as of Q1 2026.
  • Rockefeller Capital Management sold 7,646 Capital Bancorp shares in Q1 2026, an estimated $229K.
  • Capital Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2261 holding.
  • Rockefeller Capital Management first reported a position in Capital Bancorp in Q2 2024 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Capital Bancorp position peaked at $595K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.