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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
Q1 		$268 Buy
+9
New +$269 ﹤0.01% 3078

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

Root Financial Partners's CBNK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Capital Bancorp (CBNK) in Q1 2026: 9 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #3078 among its holdings.

122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Root Financial Partners held 9 shares of Capital Bancorp worth $268 as of Q1 2026.
  • Capital Bancorp was a new Root Financial Partners position in Q1 2026.
  • Capital Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3078 holding.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.