Root Financial Partners
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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
Q3 		$786 Buy
+20
New +$729 ﹤0.01% 3059
2026
Q2 		– Sell
-9
Closed -$268 – 870
2026
Q1 		$268 Buy
+9
New +$269 ﹤0.01% 3078

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Kendall Capital Management
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First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Root Financial Partners's CBNK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Bancorp (CBNK) in Q3 2026: 20 shares worth $786. The stake represents ﹤0.01% of the portfolio and ranks #3059 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBNK as recently as Q1 2026.

Root Financial Partners first reported a position in CBNK in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold CBNK as of Q3 2026.

  • Root Financial Partners held 20 shares of Capital Bancorp worth $786 as of Q3 2026.
  • Capital Bancorp was a new Root Financial Partners position in Q3 2026.
  • Capital Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3059 holding.
  • Root Financial Partners first reported a position in Capital Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Capital Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.