Filing Research | CBNK - Capital Bancorp Inc MD Com Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	86.7KSH	$3.0M
2	FIRST CITIZENS BANK & TRUST CO	Shares	41.0KSH	$1.4M
3	SummerHaven Investment Management, LLC	Shares	20.5KSH	$719.3K
4	Sequoia Financial Advisors, LLC	Shares	9.2KSH	$323.9K
5	Praetorian Wealth Management, Inc.	Shares	7.2KSH	$252.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	3.7KSH	$129.1K
7	EverSource Wealth Advisors, LLC	Shares	99SH	$3.5K
8	SIGNATUREFD, LLC	Shares	64SH	$2.2K
9	GAMMA Investing LLC	Shares	47SH	$1.7K
10	Farther Finance Advisors, LLC	Shares	21SH	$738
11	IFP Advisors, Inc	Shares	8SH	$281
12	SJS Investment Consulting Inc.	Shares	3SH	$106
13	State of Alaska, Department of Revenue	Shares	1.6KSH	$54

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+29.3K	+$1.3M	$3.0M
2	Sequoia Financial Advisors, LLC new	Shares	+9.2K	+$323.9K	$323.9K
3	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$220.5K	$1.4M
4	SummerHaven Investment Management, LLC unchanged	Shares	0	+$110.2K	$719.3K
5	Praetorian Wealth Management, Inc. unchanged	Shares	0	+$26.2K	$252.3K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$19.8K	$129.1K
7	GAMMA Investing LLC added	Shares	+39	+$1.4K	$1.7K
8	EverSource Wealth Advisors, LLC added	Shares	+4	+$652	$3.5K
9	Farther Finance Advisors, LLC added	Shares	+18	+$648	$738
10	SIGNATUREFD, LLC trimmed	Shares	-1	+$315	$2.2K
11	IFP Advisors, Inc new	Shares	+8	+$281	$281
12	SJS Investment Consulting Inc. new	Shares	+3	+$106	$106
13	State of Alaska, Department of Revenue unchanged	Shares	0	+$8	$54
14	Hingham Institution for Savings exited	Shares	-19.5K	-$580.0K	$0

Filing Research | CBNK - Capital Bancorp Inc MD Com Institutional Holdings