True Wealth Design
CBNK icon

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
2026
Q3 		$315 Buy
+8
New +$292 ﹤0.01% 2255
2025
Q4 		– Sell
-7
Closed -$224 – 2613
2025
Q3 		$224 Buy
+7
New +$234 ﹤0.01% 2276

Other funds holding CBNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

True Wealth Design's CBNK Position: Q3 2026 in Review

True Wealth Design opened a new position in Capital Bancorp (CBNK) in Q3 2026: 8 shares worth $315. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CBNK as recently as Q3 2025.

True Wealth Design first reported a position in CBNK in Q3 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CBNK as of Q3 2026.

  • True Wealth Design held 8 shares of Capital Bancorp worth $315 as of Q3 2026.
  • Capital Bancorp was a new True Wealth Design position in Q3 2026.
  • Capital Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2255 holding.
  • True Wealth Design first reported a position in Capital Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Capital Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.