UBS Group
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UBS Group’s Capital Bancorp CBNK Stock Holding History

UBS 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 		$886K Buy
29,786
+9,235
+45% +$276K ﹤0.01% 5644
2025
Q4 		$579K Sell
20,551
-2,568
-11% -$73.7K ﹤0.01% 5991
2025
Q3 		$737K Sell
23,119
-12,605
-35% -$422K ﹤0.01% 5811
2025
Q2 		$1.2M Buy
35,724
+28,604
+402% +$878K ﹤0.01% 5280
2025
Q1 		$202K Buy
7,120
+141
+2% +$4.17K ﹤0.01% 6553
2024
Q4 		$199K Buy
6,979
+2,227
+47% +$61K ﹤0.01% 6451
2024
Q3 		$122K Buy
4,752
+1,909
+67% +$46K ﹤0.01% 6217
2024
Q2 		$58.3K Sell
2,843
-7,077
-71% -$142K ﹤0.01% 6576
2024
Q1 		$207K Sell
9,920
-515
-5% -$11K ﹤0.01% 5833
2023
Q4 		$253K Buy
10,435
+5,156
+98% +$109K ﹤0.01% 5622
2023
Q3 		$101K Sell
5,279
-232
-4% -$4.5K ﹤0.01% 5826
2023
Q2 		$99.7K Buy
5,511
+2,469
+81% +$42.3K ﹤0.01% 6018
2023
Q1 		$50.6K Buy
3,042
+508
+20% +$10.4K ﹤0.01% 6443
2022
Q4 		$59.6K Buy
+2,534
New +$61.1K ﹤0.01% 6589
2022
Q2 		– Sell
-1,295
Closed -$30K – 10353
2022
Q1 		$30K Sell
1,295
-1,452
-53% -$35.6K ﹤0.01% 6990
2021
Q4 		$72K Buy
2,747
+2,725
+12,386% +$70.8K ﹤0.01% 6587
2021
Q3 		$1K Sell
22
-1,376
-98% -$30.8K ﹤0.01% 9153
2021
Q2 		$29K Sell
1,398
-374
-21% -$7.98K ﹤0.01% 6970
2021
Q1 		$34K Buy
1,772
+276
+18% +$4.52K ﹤0.01% 6898
2020
Q4 		$21K Buy
1,496
+1,479
+8,700% +$17.2K ﹤0.01% 6908
2020
Q3 		$0 Sell
17
-2,465
-99% -$25.8K ﹤0.01% 8008
2020
Q2 		$27K Sell
2,482
-2,191
-47% -$23.7K ﹤0.01% 6340
2020
Q1 		$59K Sell
4,673
-5,808
-55% -$77.9K ﹤0.01% 5688
2019
Q4 		$156K Buy
10,481
+3,264
+45% +$46.3K ﹤0.01% 5757
2019
Q3 		$98K Buy
7,217
+2,270
+46% +$28.6K ﹤0.01% 5781
2019
Q2 		$61K Buy
4,947
+1,338
+37% +$15.8K ﹤0.01% 5744
2019
Q1 		$42K Sell
3,609
-1,659
-31% -$19.2K ﹤0.01% 5682
2018
Q4 		$60K Buy
+5,268
New +$65.6K ﹤0.01% 5938

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

UBS Group's CBNK Position: Q1 2026 in Review

UBS Group increased its Capital Bancorp (CBNK) stake by 45% in Q1 2026, buying an estimated $276K and bringing the position to 29,786 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #5644.

UBS Group first reported a position in CBNK in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.2M in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • UBS Group held 29,786 shares of Capital Bancorp worth $886K as of Q1 2026.
  • UBS Group bought 9,235 Capital Bancorp shares in Q1 2026, an estimated $276K.
  • Capital Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5644 holding.
  • UBS Group first reported a position in Capital Bancorp in Q4 2018 and has held it in 28 quarters since.
  • UBS Group's Capital Bancorp position peaked at $1.2M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.