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Root Financial Partners’s Capital Bancorp CBNK Stock Holding History

Root Financial Partners’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 		– Sell
-9
Closed -$268 – 870
2026
Q1 		$268 Buy
+9
New +$269 ﹤0.01% 3078

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KCM
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Root Financial Partners's CBNK Position: Q2 2026 in Review

Root Financial Partners sold out of Capital Bancorp (CBNK) in Q2 2026, closing a stake of 9 shares — an estimated $268 sold.

Root Financial Partners first reported a position in CBNK in Q1 2026 and held it in 1 quarter. The position peaked at $268 in Q1 2026. 126 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Root Financial Partners reported no remaining Capital Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 Capital Bancorp shares in Q2 2026, an estimated $268.
  • Root Financial Partners first reported a position in Capital Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Capital Bancorp position peaked at $268 in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.