SFA
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Sequoia Financial Advisors’s Capital Bancorp CBNK Stock Holding History

Sequoia Financial Advisors’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 		$324K Buy
+9,222
New +$295K ﹤0.01% 1619

Other funds holding CBNK

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors's CBNK Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Capital Bancorp (CBNK) in Q2 2026: 9,222 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings.

6 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

  • Sequoia Financial Advisors held 9,222 shares of Capital Bancorp worth $324K as of Q2 2026.
  • Capital Bancorp was a new Sequoia Financial Advisors position in Q2 2026.
  • Capital Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1619 holding.
  • 6 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.