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Capital Bancorp shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Bancorp by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1k 127 31.90
2025-06-30 $4.4k 131 33.58
2025-03-31 $227 8 28.38

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource 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