Security key
139737100
Capital Bancorp Inc - Common Stock, par value $.01 per share (CBNK)
CUSIP: 139737100
Q4 2024 13F Holders as of 31 Dec 2024
- Security type / class
- Equity / Common Stock, par value $.01 per share
- Total 13F shares
- 5,941,092
- Total 13F value
- $169,476,754
- Share change
- +674,997
- SEC-reported price per share
- $28.50
- Number of holders
- 102
- Value change
- +$19,645,251
- Number of buys
- 64
- Number of sells
- 21
- Shares outstanding
- 16,481,811
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2024
Institutions
102
Top holders
10
CBNK full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Capital Bancorp Inc SEC filings
Capital Bancorp Inc company facts
Broader feeds
Reporting periods
Holder history for CUSIP 139737100
Recent filing periods:
Ownership snapshot
Top reported holders of CBNK - Capital Bancorp Inc - Common Stock, par value $.01 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Steven J. Schwartz
Disclosed value leader
Steven J. Schwartz
Comparable rows
15/15
Latest evidence
31 Dec 2024
13D/G
13F
Lead comparable stake: 4.4%
13D/G row: Steven J. Schwartz
Showing 1-6 of 15 holder rows.
Quick read
Steven J. Schwartz leads the comparable SEC ownership view at 4.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Steven J. Schwartz's linked filing trail.
Comparable ownership
Top 5
Steven J. Schwartz
4.4%
BlackRock, Inc.
4%
VANGUARD GROUP INC
3%
AMERIPRISE FINANCIAL INC
2.2%
ALLIANCEBERNSTEIN L.P.
2.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Steven J. Schwartz |
13D/G
|
4.4%
|
$20,948,268
737,096 shares
|
$0 | 31 Dec 2024 |
| BlackRock, Inc. |
13F
Company
|
4%
|
$17,005,737
661,444 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
3%
|
$12,543,395
487,880 shares
|
— | 30 Sep 2024 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
2.2%
|
$9,366,411
364,310 shares
|
— | 30 Sep 2024 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
2.2%
|
$9,272,414
360,654 shares
|
— | 30 Sep 2024 |
| Ategra Capital Management, LLC |
13F
Company
|
1.7%
|
$7,400,058
287,828 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
102
Shares
5,941,092
Rows available
102
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2024 vs Q1 2026 Across Filers
Q1 2026 holders
122
Q4 2024 holders
102
Holder diff
-20
| Investor | Q1 2026 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend