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Summit Securities Group’s Capital Bancorp CBNK Stock Holding History

Summit Securities Group’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 		– Sell
-166
Closed -$4.68K – 1079
2025
Q4 		$4.68K Buy
+166
New +$4.76K ﹤0.01% 936

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

Summit Securities Group's CBNK Position: Q1 2026 in Review

Summit Securities Group sold out of Capital Bancorp (CBNK) in Q1 2026, closing a stake of 166 shares — an estimated $4.68K sold.

Summit Securities Group first reported a position in CBNK in Q4 2025 and held it in 1 quarter. The position peaked at $4.68K in Q4 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Summit Securities Group reported no remaining Capital Bancorp position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 166 Capital Bancorp shares in Q1 2026, an estimated $4.68K.
  • Summit Securities Group first reported a position in Capital Bancorp in Q4 2025 and held it in 1 quarter.
  • Summit Securities Group's Capital Bancorp position peaked at $4.68K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.