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Capital Bancorp shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Bancorp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.3k 209 35.11

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Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
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Spdr Series Trust St Str P500etf (SPYM)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Capital Bancorp

BlackRock
Vanguard Capital Management
Alliancebernstein
Dimensional Fund Advisors
Geode Capital Management
American Century Companies
Sontag Advisory
Pacific Ridge Capital Partners
Kennedy Capital Management
State Street Corporation
Ategra Capital Management
Ballast Asset Management
Bridgeway Capital Management
Squarepoint Ops
Russell Investments

View all funds holding Capital Bancorp