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True Wealth Design’s Capital Bancorp CBNK Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-7
Closed -$224 – 2613
2025
Q3 		$224 Buy
+7
New +$234 ﹤0.01% 2276

Other funds holding CBNK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return

True Wealth Design's CBNK Position: Q4 2025 in Review

True Wealth Design sold out of Capital Bancorp (CBNK) in Q4 2025, closing a stake of 7 shares — an estimated $224 sold.

True Wealth Design first reported a position in CBNK in Q3 2025 and held it in 1 quarter. The position peaked at $224 in Q3 2025. 113 funds tracked by Wall St. Rank hold CBNK as of Q4 2025.

  • True Wealth Design reported no remaining Capital Bancorp position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 7 Capital Bancorp shares in Q4 2025, an estimated $224.
  • True Wealth Design first reported a position in Capital Bancorp in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Capital Bancorp position peaked at $224 in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Capital Bancorp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.