Position in CBNK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,241,518
+$1,455,817 QoQ
Shares Held
291,615
-1.3% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#7
of 126 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBNK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. CBNK ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
This page
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp De
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in CBNK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,241,518 | 291,615 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,785,701 | 295,417 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,220,950 | 78,841 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,542,525 | 79,703 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,672,464 | 79,585 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,217,700 | 78,281 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,227,902 | 78,172 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,980,749 | 77,042 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,576,552 | 76,905 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||