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Capital Bancorp shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management investment in Capital Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Bancorp by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 500 22.82
2023-09-30 $9.6k 500 19.13
2023-06-30 $9.1k 500 18.10
2023-03-31 $8.3k 500 16.64

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

Top funds holding Capital Bancorp

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Pacific Ridge Capital Partners
Sandler O'Neill Asset Management
Ballast Asset Management
Elizabeth Park Capital Advisors
WEDGE Capital Management L
Russell Investments
Bank of New York Mellon
Kennedy Capital Management
Goldman Sachs Group
FJ Capital Management
Millennium Management
Charles Schwab Investment Management

View all funds holding Capital Bancorp