Wealth Enhancement Advisory Services
CBNK icon

Wealth Enhancement Advisory Services’s Capital Bancorp CBNK Stock Holding History

Wealth Enhancement Advisory Services’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
-10,650
Closed -$303K – 3625
2025
Q4 		$303K Sell
10,650
-294
-3% -$8.44K ﹤0.01% 2909
2025
Q3 		$330K Buy
10,944
+73
+0.7% +$2.44K ﹤0.01% 2705
2025
Q2 		$386K Sell
10,871
-7
-0.1% -$215 ﹤0.01% 2423
2025
Q1 		$308K Buy
10,878
+127
+1% +$3.76K ﹤0.01% 2431
2024
Q4 		$306K Buy
10,751
+330
+3% +$9.03K ﹤0.01% 2365
2024
Q3 		$268K Buy
10,421
+73
+0.7% +$1.76K ﹤0.01% 2256
2024
Q2 		$212K Buy
10,348
+23
+0.2% +$461 ﹤0.01% 2256
2024
Q1 		$215K Hold
10,325
– – ﹤0.01% 2142
2023
Q4 		$250K Sell
10,325
-4
-0% -$84 ﹤0.01% 1952
2023
Q3 		$198K Buy
+10,329
New +$200K ﹤0.01% 2010

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

Wealth Enhancement Advisory Services's CBNK Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Capital Bancorp (CBNK) in Q1 2026, closing a stake of 10,650 shares — an estimated $303K sold.

Wealth Enhancement Advisory Services first reported a position in CBNK in Q3 2023 and held it in 10 quarters. The position peaked at $386K in Q2 2025. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Capital Bancorp position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,650 Capital Bancorp shares in Q1 2026, an estimated $303K.
  • Wealth Enhancement Advisory Services first reported a position in Capital Bancorp in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Capital Bancorp position peaked at $386K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.