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Capital Bancorp shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Capital Bancorp (CBNK) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Capital Bancorp held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Bancorp by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $723k 59k 12.30
2019-03-31 $683k 59k 11.62

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Capital Bancorp

BlackRock
Vanguard Group
Ameriprise Financial
Alliancebernstein
Dimensional Fund Advisors
Geode Capital Management
Ballast Asset Management
Pacific Ridge Capital Partners
Sandler O'Neill Asset Management
Bridgeway Capital Management
WEDGE Capital Management L
Elizabeth Park Capital Advisors
Russell Investments
Northern Trust
Empowered Funds

View all funds holding Capital Bancorp