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Creative Planning CBNK Position History

Capital Bancorp, Inc.

Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$28K
Q3 2025$642K
Q4 2025$319K
Q1 2026$433K
Q2 2026$92K
Q2 2026$898K
Q3 2026$103K
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M32.4K——
Q3 2026$103K2.6K——
Q2 2026$898K25.6K——
Q2 2026$92K2.6K——
Q1 2026$433K14.6K——
Q4 2025$319K11.3K——
Q3 2025$642K20.1K——
Q3 2025$28K880——

Other funds holding CBNK

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning CBNK Holdings: 13F Position History | Track13F