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 Q2	$10.2M	Sell	291,615 -3,802	-1%	-$122K	0.06%	169
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBNK Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Capital Bancorp (CBNK) stake by 1.3% in Q2 2026, selling an estimated $122K and leaving 291,615 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #169.

Wealthspire Advisors (New York) first reported a position in CBNK in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold CBNK as of Q2 2026.

Wealthspire Advisors (New York) held 291,615 shares of Capital Bancorp worth $10.2M as of Q2 2026.
Wealthspire Advisors (New York) sold 3,802 Capital Bancorp shares in Q2 2026, an estimated $122K.
Capital Bancorp made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #169 holding.
Wealthspire Advisors (New York) first reported a position in Capital Bancorp in Q2 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.