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Capital Bancorp shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Capital Bancorp (CBNK) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Capital Bancorp held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Bancorp by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 7.8k 31.92
2025-06-30 $233k 7.0k 33.53

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Capital Bancorp

BlackRock
Vanguard Group
Alliancebernstein
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Kennedy Capital Management
Pacific Ridge Capital Partners
Ballast Asset Management
American Century Companies
Bridgeway Capital Management
Arrowstreet Capital, Limited Partnership
Russell Investments
Sandler O'Neill Asset Management
Elizabeth Park Capital Advisors

View all funds holding Capital Bancorp