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Capital Bancorp Inc (CBNK)

CUSIP: 139737100 | NYSE | Financial Services · Banks - Regional | Small Cap | 245 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP415,692
0.0% of portfolio›$16.3M
Ballast Asset Management, LP181,901
3.1% of portfolio›$7.2M
Wedge Capital Management L L P86,254
0.1% of portfolio›$3.4M
Kendall Capital Management50,130
0.3% of portfolio›$2.0M
First Citizens Bank & Trust Co40,990
0.0% of portfolio›$1.6M
Verdence Capital Advisors LLC37,803
0.1% of portfolio›$1.5M
Creative Planning35,033
0.0% of portfolio›$1.4M
SummerHaven Investment Management, LLC26,077
0.6% of portfolio›$1.0M
ABC Arbitrage SA18,617
0.1% of portfolio›$731.8K
Y-Intercept (Hong Kong) Ltd17,647
0.0% of portfolio›$693.7K
Allspring Global Investments Holdings, LLC11,923
0.0% of portfolio›$474.5K
Transmarket Holdings LP8,907
0.2% of portfolio›$350.1K
Sterling Capital Management LLC7,941
0.0% of portfolio›$312.2K
Praetorian Wealth Management, Inc.7,184
0.0% of portfolio›$282.4K
Capital Investment Advisory Services, LLC5,316
0.0% of portfolio›$200.5K
Cassilly Financial Group LLC5,241
0.1% of portfolio›$206.0K
Daytona Street Capital LLC1,709
0.0% of portfolio›$68.8K
Citigroup Inc1,670
0.0% of portfolio›$65.6K
State of Alaska, Department of Revenue1,580
0.0% of portfolio›$61
Pinnacle Wealth Planning Services, Inc.403
0.0% of portfolio›$15.8K
Harbor Capital Advisors, Inc.266
0.0% of portfolio›$10
Gamma Investing LLC179
0.0% of portfolio›$7.0K
EverSource Wealth Advisors, LLC134
0.0% of portfolio›$5.3K
Fortitude Family Office, LLC132
0.0% of portfolio›$5.2K
Farther Finance Advisors, LLC117
0.0% of portfolio›$4.6K
Parallel Advisors, LLC106
0.0% of portfolio›$4.2K
Hilton Head Capital Partners, LLC100
0.0% of portfolio›$3.9K
Signaturefd, LLC64
0.0% of portfolio›$2.5K
SJS Investment Consulting Inc.49
0.0% of portfolio›$1.9K
Covestor Ltd44
0.0% of portfolio›$2
Caitong International Asset Management Co., Ltd37
0.0% of portfolio›$1.5K
Root Financial Partners, LLC20
0.0% of portfolio›$786
Essential Partners LLC18
0.0% of portfolio›$708
Nisa Investment Advisors, LLC16
0.0% of portfolio›$629
True Wealth Design, LLC8
0.0% of portfolio›$315
IFP Advisors, Inc8
0.0% of portfolio›$314
GK Wealth Management LLC4
0.0% of portfolio›$158
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
415,692$16.3M0.0%IndexLowAustin, TX2026-11-04
Ballast Asset Management, LP
181,901$7.2M3.1%Deep ValueLowDallas, TX2026-11-04
Wedge Capital Management L L P
86,254$3.4M0.1%ValueMediumCharlotte, NC2026-10-13
Kendall Capital Management
50,130$2.0M0.3%GARPLowRockville, MD2026-10-23
First Citizens Bank & Trust Co
40,990$1.6M0.0%CoreMediumRaleigh, NC2026-10-14
Verdence Capital Advisors LLC
37,803$1.5M0.1%CoreMediumHunt Valley, MD2026-10-26
Creative Planning
35,033$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
SummerHaven Investment Management, LLC
26,077$1.0M0.6%Deep ValueHighStamford, CT2026-10-19
ABC Arbitrage SA
18,617$731.8K0.1%YieldVery HighParis, India2026-10-23
Y-Intercept (Hong Kong) Ltd
17,647$693.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Allspring Global Investments Holdings, LLC
11,923$474.5K0.0%CoreMediumCharlotte, NC2026-11-04
Transmarket Holdings LP
8,907$350.1K0.2%Deep ValueVery HighChicago, IL2026-10-27
Sterling Capital Management LLC
7,941$312.2K0.0%GARPMediumCharlotte, NC2026-10-22
Praetorian Wealth Management, Inc.
7,184$282.4K0.0%ETFVery LowCarmel, CA2026-10-16
Capital Investment Advisory Services, LLC
5,316$200.5K0.0%CoreMediumRaleigh, NC2026-10-30
Cassilly Financial Group LLC
5,241$206.0K0.1%ETFLowSeverna Park, MD2026-10-07
Daytona Street Capital LLC
1,709$68.8K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Citigroup Inc
1,670$65.6K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
1,580$610.0%CoreVery LowJuneau, AK2026-10-15
Pinnacle Wealth Planning Services, Inc.
403$15.8K0.0%GARPLowMansfield, OH2026-10-27
Harbor Capital Advisors, Inc.
266$100.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
179$7.0K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
134$5.3K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
132$5.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
117$4.6K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
106$4.2K0.0%IndexLowSan Francisco, CA2026-11-03
Hilton Head Capital Partners, LLC
100$3.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Signaturefd, LLC
64$2.5K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
49$1.9K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
44$20.0%ValueHighLondon, United Kingdom2026-10-30
Caitong International Asset Management Co., Ltd
37$1.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
20$7860.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
18$7080.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nisa Investment Advisors, LLC
16$6290.0%IndexVery LowSt. Louis, MO2026-10-20
True Wealth Design, LLC
8$3150.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
8$3140.0%GrowthLowTampa, FL2026-10-16
GK Wealth Management LLC
4$1580.0%GARPVery HighReno, NV2026-10-09