Vault-13

CAPITAL BANCORP INC MD CBNK

COM · Common Stock · CUSIP 139737100

127 institutional holders +5 vs Q1 2026
7,290,8787.3m shares reported held*
44.8% of all shares outstanding*
$253.7mreported value*
18 new 52 added 31 reduced 13 sold out net bought ≈ $5.7m (+163.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.7m this quarter). Holder counts are more reliable. Shares outstanding: 16.3m as of 2026-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $34.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 72Q4 22: 73Q1 23: 66Q2 23: 67Q3 23: 71Q4 23: 74Q1 24: 74Q2 24: 81Q3 24: 87Q4 24: 103Q1 25: 109Q2 25: 112Q3 25: 113Q4 25: 113Q1 26: 122Q2 26: 127127Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202272
Q4 202273
Q1 202366
Q2 202367
Q3 202371
Q4 202374
Q1 202474
Q2 202481
Q3 202487
Q4 2024103
Q1 2025109
Q2 2025112
Q3 2025113
Q4 2025113
Q1 2026122
Q2 2026127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 48 bought or addedQ3 24: 19 cut or sold outQ4 24: 64 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 46 cut or sold outQ2 25: 66 bought or addedQ2 25: 39 cut or sold outQ2 25Q3 25: 54 bought or addedQ3 25: 48 cut or sold outQ4 25: 46 bought or addedQ4 25: 52 cut or sold outQ4 25Q1 26: 52 bought or addedQ1 26: 53 cut or sold outQ2 26: 70 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244819
Q4 20246422
Q1 20254846
Q2 20256639
Q3 20255448
Q4 20254652
Q1 20265253
Q2 20267044

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30k$40kQ3 25 calls: $38.3kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$38.3k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +92,753+92.8k
BlackRock, Inc. Added +64,576+64.6k
Pacific Ridge Capital Partners, LLC Added +55,085+55.1k
DIMENSIONAL FUND ADVISORS LP Added +37,284+37.3k
AQR CAPITAL MANAGEMENT LLC Added +34,753+34.8k
Trexquant Investment LP New +34,467+34.5k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +33,648+33.6k
Squarepoint Ops LLC Added +33,402+33.4k
WEDGE CAPITAL MANAGEMENT L L P/NC Added +29,325+29.3k
Numerai GP LLC New +27,710+27.7k

Biggest sellers

Militia Capital Management LLC Sold out -141,000-141.0k
SEI INVESTMENTS CO Reduced -84,255-84.3k
ALLIANCEBERNSTEIN L.P. Reduced -67,564-67.6k
MARSHALL WACE, LLP Sold out -61,173-61.2k
JANE STREET GROUP, LLC Sold out -48,464-48.5k
ACADIAN ASSET MANAGEMENT LLC Reduced -21,848-21.8k
GOLDMAN SACHS GROUP INC Reduced -19,865-19.9k
Hingham Institution for Savings Sold out -19,504-19.5k
Passive Capital Management, LLC. Sold out -18,000-18.0k
Russell Investments Group, Ltd. Reduced -17,088-17.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Whalen James F. 13G · exempt (held before listing) +0.1 pts · filed 2026-02-13 6.0% +0.1 pts 982.7k≈ $34.5m 2026-02-13
Levitt Randall James 13G · exempt (held before listing) +0.1 pts · filed 2026-02-13 5.9% +0.1 pts 970.0k≈ $34.1m 2026-02-13
Bernstein Joshua 13G · exempt (held before listing) +0.1 pts · filed 2026-02-17 5.3% +0.1 pts 873.5k≈ $30.7m 2026-02-17

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 4 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 1 sellingQ1 25Q2 25: 2 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20244$140.6k0——
Q1 20251$40.0k1$468.3k—
Q2 20252$30.6k0——
Q3 20251$18.7k1$1.4m—
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 786,588786.6k $27.6m $27.6m 0.00% Added +64.6k +64,576
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 497,906497.9k $17.5m $17.5m 0.00% Added +1.2k +1,157
3 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 439,426439.4k $13.1m $13.1m 0.00% Reduced -67.6k -67,564
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 392,750392.8k $13.8m $13.8m 0.00% Added +37.3k +37,284
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 298,500298.5k $10.5m $10.5m 0.00% Added +15.8k +15,753
6 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 295,949295.9k $10.4m $10.4m 0.00% Added +92.8k +92,753
7 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 291,615291.6k $10.2m $10.2m 0.06% Reduced -3.8k -3,802
8 Pacific Ridge Capital Partners, LLC 1.83% of their portfolio LAKE OSWEGO, OR 286,371286.4k $10.1m $10.1m 1.83% Added +55.1k +55,085
9 KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio ST LOUIS, MO 264,465264.5k $9.3m $9.3m 0.16% Reduced -4.9k -4,851
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 239,814239.8k $8.4m $8.4m 0.00% Added +7.2k +7,227
11 Ategra Capital Management, LLC 4.32% of their portfolio VIENNA, VA 231,256231.3k $8.1m $8.1m 4.32% Unchanged
12 Ballast Asset Management, LP 2.63% of their portfolio DALLAS, TX 187,859187.9k $6.6m $6.6m 2.63% Reduced -2.0k -1,986
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio HOUSTON, TX 164,786164.8k $5.8m $5.8m 0.10% Reduced -9.7k -9,706
14 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 137,954138.0k $4.8m $4.8m 0.01% Added +33.4k +33,402
15 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 130,932130.9k $4.6m $4.6m 0.00% Reduced -17.1k -17,088
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 105,984106.0k $3.7m $3.7m 0.01% Added +860 +860
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 105,131105.1k $3.7m $3.7m 0.00% Added +11.5k +11,477
18 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 104,336104.3k $3.7m $3.7m 0.02% Added +3.8k +3,794
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 102,326102.3k $3.6m $3.6m 0.00% Added +7.7k +7,698
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 94,69094.7k $3.3m $3.3m 0.00% Added +5.9k +5,890
21 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 92,98293.0k $3.3m $3.3m 0.00% Added +2.1k +2,103
22 Gator Capital Management, LLC 0.69% of their portfolio TAMPA, FL 91,79091.8k $3.2m $3.2m 0.69% Added +2.0k +2,030
23 WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% of their portfolio CHARLOTTE, NC 86,70386.7k $3.0m $3.0m 0.05% Added +29.3k +29,325
24 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 82,96783.0k $2.9m $2.9m 0.00% Reduced -84.3k -84,255
25 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 81,30881.3k $2.9m $2.9m 0.00% Added +17.2k +17,228
26 De Lisle Partners LLP 0.29% of their portfolio POOLE, X0 75,89375.9k $2.7m $2.7m 0.29% Unchanged
27 BANC FUNDS CO LLC 0.44% of their portfolio CHICAGO, IL 75,30075.3k $2.6m $2.6m 0.44% Unchanged
28 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 74,99175.0k $2.6m $2.6m 0.00% Added +8.2k +8,183
29 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 74,60574.6k $2.6m $2.6m 0.00% Added +1.5k +1,504
30 MALTESE CAPITAL MANAGEMENT LLC 0.46% of their portfolio New York, NY 72,50072.5k $2.5m $2.5m 0.46% Reduced -3.4k -3,445
31 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 70,27170.3k $2.5m $2.5m 0.00% Unchanged
32 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 66,56366.6k $2.3m $2.3m 0.00% Added +2.9k +2,915
33 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 65,37765.4k $2.3m $2.3m 0.00% Added +33.6k +33,648
34 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 64,43064.4k $2.3m $2.3m 0.00% Added +953 +953
35 Elizabeth Park Capital Advisors, Ltd. 1.46% of their portfolio PEPPER PIKE, OH 60,22460.2k $2.1m $2.1m 1.46% Unchanged
36 Man Group plc 0.00% of their portfolio LONDON, X0 56,01756.0k $2.0m $2.0m 0.00% Added +22.6k +22,635
37 Kendall Capital Management 0.31% of their portfolio ROCKVILLE, MD 53,00053.0k $1.9m $1.9m 0.31% Reduced -3.0k -3,000
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 50,18450.2k $1.8m $1.8m 0.00% Added +1.2k +1,221
39 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 47,92147.9k $1.7m $1.7m 0.00% Added +34.8k +34,753
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 46,03246.0k $1.6m $1.6m 0.00% Added +14.3k +14,272
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 43,05043.0k $1.5m $1.5m 0.00% Added +968 +968
42 MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio BOSTON, MA 41,54541.5k $1.5m $1.5m 0.03% Added +26.6k +26,613
43 FIRST CITIZENS BANK & TRUST CO 0.02% of their portfolio RALEIGH, NC 40,99041.0k $1.4m $1.4m 0.02% Unchanged
44 Verdence Capital Advisors LLC 0.07% of their portfolio HUNT VALLEY, MD 37,48737.5k $1.3m $1.3m 0.07% Reduced -1.3k -1,254
45 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 34,46734.5k $1.2m $1.2m 0.01% New
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 32,62332.6k $1.1m $1.1m 0.00% Added +2.0k +1,966
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,07931.1k $1.1m $1.1m 0.00% Added +1.3k +1,293
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 28,18828.2k $990.0k $990.0k 0.00% Added +13.6k +13,627
49 Numerai GP LLC 0.08% of their portfolio SAN FRANCISCO, CA 27,71027.7k $973.2k $973.2k 0.08% New
50 Ackerman Asset Management, LLC 0.56% of their portfolio ROCKVILLE, MD 26,57626.6k $933.3k $933.3k 0.56% Reduced -736 -736
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 25,48625.5k $895.1k $895.1k 0.00% Reduced -19.9k -19,865
52 SummerHaven Investment Management, LLC 0.39% of their portfolio STAMFORD, CT 20,48220.5k $719.3k $719.3k 0.39% Unchanged
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 20,10420.1k $706.1k $706.1k 0.00% Added +104 +104
54 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 20,07820.1k $705.1k $705.1k 0.00% Reduced -2.3k -2,256
55 Boston Partners 0.00% of their portfolio BOSTON, MA 19,82319.8k $696.2k $696.2k 0.00% Reduced -2.5k -2,505
56 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 19,81419.8k $695.9k $695.9k 0.01% Reduced -127 -127
57 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 17,57317.6k $617.2k $617.2k 0.00% New
58 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 17,30417.3k $607.7k $607.7k 0.00% Added +5.4k +5,357
59 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 16,50016.5k $579.5k $579.5k 0.00% New
60 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 15,32215.3k $538.1k $538.1k 0.00% Added +3.3k +3,286
61 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 15,04515.0k $527.0k $527.0k 0.00% Reduced -21.8k -21,848
62 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 14,24714.2k $500.4k $500.4k 0.00% Added +7.4k +7,369
63 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,18814.2k $498.3k $498.3k 0.00% Reduced -636 -636
64 Arcus Capital Partners, LLC 0.19% of their portfolio ATLANTA, GA 12,86212.9k $451.7k $451.7k 0.19% Reduced -8.1k -8,145
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,70011.7k $410.9k $410.9k 0.00% Unchanged
66 Harbor Advisors LLC 0.05% of their portfolio West Palm Beach, FL 11,51711.5k $404.5k $404.5k 0.05% Unchanged
67 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 11,45411.5k $414.1k $414.1k 0.00% Added +367 +367
68 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 10,93910.9k $384.2k $384.2k 0.00% Added +2.0k +2,044
69 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 10,66910.7k $374.7k $374.7k 0.00% New
70 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 10,62710.6k $373.2k $373.2k 0.00% Added +865 +865
71 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 10,50010.5k $369.0k $369.0k 0.00% Unchanged
72 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,07610.1k $353.9k $353.9k 0.00% Unchanged
73 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 9,9159.9k $348.2k $348.2k 0.00% New
74 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,8659.9k $346.0k $346.0k 0.00% Reduced -2.0k -2,000
75 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 9,7379.7k $342.0k $342.0k 0.00% Added +245 +245
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,3829.4k $329.5k $329.5k 0.00% Added +5.1k +5,070
77 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 9,2229.2k $323.9k $323.9k 0.00% New
78 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 8,8258.8k $309.9k $309.9k 0.01% New
79 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 8,4598.5k $297.0k $297.0k 0.02% New
80 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 8,1928.2k $287.7k $287.7k 0.00% Unchanged
81 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 7,9467.9k $279.1k $279.1k 0.00% Added +7.6k +7,631
82 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,7937.8k $273.0k $273.0k 0.00% Reduced -9.0k -9,030
83 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 7,4107.4k $260.2k $260.2k 0.01% Added +936 +936
84 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 7,3307.3k $257.4k $257.4k 0.00% Reduced -477 -477
85 Praetorian Wealth Management, Inc. 0.04% of their portfolio CARMEL, CA 7,1847.2k $252.3k $252.3k 0.04% Unchanged
86 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,1007.1k $249.4k $249.4k 0.00% Unchanged
87 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,3486.3k $222.9k $222.9k 0.00% Added +4.7k +4,675
88 Sollinda Capital Management LLC 0.04% of their portfolio HICKORY, NC 5,8855.9k $206.7k $206.7k 0.04% New
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,3585.4k $188.2k $188.2k 0.00% Reduced -318 -318
90 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,1595.2k $181.2k $181.2k 0.00% Reduced -406 -406
91 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,6714.7k $164.0k $164.0k 0.00% Unchanged
92 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,6773.7k $129.1k $129.1k 0.00% Unchanged
93 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,1803.2k $111.7k $111.7k 0.00% Unchanged
94 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 2,8582.9k $100.0k $100.0k 0.00% New
95 Daytona Street Capital LLC 0.04% of their portfolio SAINT LOUIS, MO 1,7091.7k $60.2k $60.2k 0.04% Reduced -855 -855
96 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 1,5801.6k $54.0k $54.0k 0.00% Unchanged
97 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,5281.5k $53.7k $53.7k 0.00% Reduced -765 -765
98 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2281.2k $43.1k $43.1k 0.00% Added +147 +147
99 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,1951.2k $42.0k $42.0k 0.00% Unchanged
100 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0721.1k $37.0k $37.0k 0.00% Added +996 +996