Rossby Financial
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Rossby Financial’s Capital Bancorp CBNK Stock Holding History

Rossby Financial’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 		$18.7K Buy
+475
New +$17.3K ﹤0.01% 1274
2026
Q2 		– Sell
-475
Closed -$14.3K – 2170
2026
Q1 		$14.3K Buy
+475
New +$14.2K ﹤0.01% 1129

Other funds holding CBNK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return

Rossby Financial's CBNK Position: Q3 2026 in Review

Rossby Financial opened a new position in Capital Bancorp (CBNK) in Q3 2026: 475 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Rossby Financial previously reported a position in CBNK as recently as Q1 2026.

Rossby Financial first reported a position in CBNK in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold CBNK as of Q3 2026.

  • Rossby Financial held 475 shares of Capital Bancorp worth $18.7K as of Q3 2026.
  • Capital Bancorp was a new Rossby Financial position in Q3 2026.
  • Capital Bancorp made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1274 holding.
  • Rossby Financial first reported a position in Capital Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Capital Bancorp as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.