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Rothschild Investment LLC’s Capital Bancorp CBNK Stock Holding History

Rothschild Investment LLC’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 		$421 Buy
+12
New +$384 ﹤0.01% 3305
2025
Q3 		– Sell
-15
Closed -$504 – 3162
2025
Q2 		$504 Buy
+15
New +$460 ﹤0.01% 2744

Other funds holding CBNK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rothschild Investment LLC's CBNK Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Capital Bancorp (CBNK) in Q2 2026: 12 shares worth $421. The stake represents ﹤0.01% of the portfolio and ranks #3305 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in CBNK as recently as Q2 2025.

Rothschild Investment LLC first reported a position in CBNK in Q2 2025 and has held it in 2 quarters since. The position peaked at $504 in Q2 2025. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Rothschild Investment LLC held 12 shares of Capital Bancorp worth $421 as of Q2 2026.
  • Capital Bancorp was a new Rothschild Investment LLC position in Q2 2026.
  • Capital Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3305 holding.
  • Rothschild Investment LLC first reported a position in Capital Bancorp in Q2 2025 and has held it in 2 quarters since.
  • Rothschild Investment LLC's Capital Bancorp position peaked at $504 in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.