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Wealthspire Advisors (New York)’s Capital Bancorp CBNK Stock Holding History

Wealthspire Advisors (New York)’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 		$8.79M Buy
295,417
+216,576
+275% +$6.48M 0.07% 124
2025
Q4 		$2.22M Sell
78,841
-862
-1% -$24.7K 0.02% 275
2025
Q3 		$2.54M Buy
79,703
+118
+0.1% +$3.95K 0.01% 242
2025
Q2 		$2.67M Buy
79,585
+1,304
+2% +$40K 0.02% 239
2025
Q1 		$2.22M Buy
78,281
+109
+0.1% +$3.22K 0.01% 260
2024
Q4 		$2.23M Buy
78,172
+1,130
+1% +$30.9K 0.02% 233
2024
Q3 		$1.98M Buy
77,042
+137
+0.2% +$3.3K 0.02% 258
2024
Q2 		$1.58M Buy
+76,905
New +$1.54M 0.02% 239

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBNK Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Capital Bancorp (CBNK) stake by 275% in Q1 2026, buying an estimated $6.48M and bringing the position to 295,417 shares worth $8.79M. The position accounts for 0.07% of the portfolio, ranked #124.

Wealthspire Advisors (New York) first reported a position in CBNK in Q2 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold CBNK as of Q1 2026.

  • Wealthspire Advisors (New York) held 295,417 shares of Capital Bancorp worth $8.79M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 216,576 Capital Bancorp shares in Q1 2026, an estimated $6.48M.
  • Capital Bancorp made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #124 holding.
  • Wealthspire Advisors (New York) first reported a position in Capital Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.