Capital Bancorp Inc - Common Stock, par value $.01 per share (CBNK)

CUSIP: 139737100

Q3 2026 13F Holders as of 30 Sep 2026

Holder snapshot 6 signals
Share change
+53,216
SEC-reported price per share
$39.31
Number of holders
27
Value change
+$2,091,941
Number of buys
14
Number of sells
4
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
16,481,811

Security key

139737100

Report period

Q3 2026

Institutions

27

Top holders

10

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
James F. Whalen
Disclosed value leader
James F. Whalen
Comparable rows
4/15
Latest evidence
29 Sep 2026
3/4/5 13D/G 13F Lead comparable stake: 6% 11 rows are not safely comparable across share classes. 13D/G row: James F. Whalen Showing 1-6 of 15 holder rows.

Quick read

James F. Whalen leads the comparable SEC ownership view at 6%.

4 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 James F. Whalen's linked filing trail.
Comparable ownership Top 4
James F. Whalen 6%
Randall J. Levitt 5.9%
Joshua Bernstein 5.3%
Steven J. Schwartz 4.4%

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
James F. Whalen
3/4/5 13D/G
Director
6%
Reported 13D/G · 31 Dec 2025
$34,379,685
978,806 shares
mixed-class rows
— 29 Sep 2026
Randall J. Levitt
3/4/5 13D/G
Director
5.9%
Reported 13D/G · 31 Dec 2025
$34,023,193
968,685 shares
mixed-class rows
— 23 Sep 2026
Joshua Bernstein
13D/G
5.3%
Reported 13D/G · 31 Dec 2025
$24,607,509
873,536 shares
+$59,382 31 Dec 2025
Steven J. Schwartz
3/4/5 13D/G
Director
4.4%
Reported 13D/G · 31 Dec 2024
$25,917,487
737,855 shares
mixed-class rows
— 22 Sep 2026
BlackRock, Inc.
13F
Company
13F
—
denominator unverified
$27,624,986
786,588 shares
— 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$17,486,459
497,906 shares
— 30 Jun 2026
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 Q3 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
27
Shares
311,464
Rows available
27
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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders
126
Q3 2026 holders
27
Holder diff
-99
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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