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Capital Bancorp shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Bancorp by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $226 8 28.25

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Capital Bancorp

BlackRock
Vanguard Group
Alliancebernstein
Geode Capital Management
Dimensional Fund Advisors
Kennedy Capital Management
State Street Corporation
Pacific Ridge Capital Partners
Ballast Asset Management
American Century Companies
Bridgeway Capital Management
Russell Investments
Hotchkis and Wiley Capital Management
Millennium Management
Gator Capital Management

View all funds holding Capital Bancorp