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Capital Bancorp shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Bancorp by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 77k 20.50

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Capital Bancorp

BlackRock
Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Pacific Ridge Capital Partners
Geode Capital Management
Ballast Asset Management
State Street Corporation
Sandler O'Neill Asset Management
Bridgeway Capital Management
Elizabeth Park Capital Advisors
Russell Investments
Empowered Funds
Kendall Capital Management
Sontag Advisory

View all funds holding Capital Bancorp