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Capital Bancorp shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Bancorp by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $671k 21k 31.90
2025-06-30 $690k 21k 33.58
2025-03-31 $398k 14k 28.33
2024-12-31 $280k 9.8k 28.53

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

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