CBNK β€” CAPITAL BANCORP INC MD

Ownership history in Ackerman Asset Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Ackerman Asset Management, LLC reported CAPITAL BANCORP INC MD (CBNK) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q2. The latest visible filing shows CBNK at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ackerman Asset Management, LLC's position in CAPITAL BANCORP INC MD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBNK was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ackerman Asset Management, LLC held CBNK β€” position size vs. price
% of Fund (quarterly)    CBNK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 32,149 β€” 0% 0.60% $906K 2026-02-14 (Est.) $31.79
2025 Q3 REDUCED 32,149 -3,851 -10.7% 0.73% $1.0M 2025-11-13 $27.60
2025 Q2 UNCHANGED 36,000 β€” 0% 0.97% $1.2M 2025-08-14 $32.74
2025 Q1 INITIATED 36,000 β€” β€” 0.92% $1.0M 2025-05-08 $31.89

FAQ About Ackerman Asset Management, LLC and CBNK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ackerman Asset Management, LLC reported owning CBNK?

Ackerman Asset Management, LLC reported CBNK across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CBNK position in Ackerman Asset Management, LLC's portfolio?

The largest reported portfolio weight for CBNK was 0.97% in 2025 Q2.

What is the latest reported CBNK position on this page?

The most recent filing on this page is 2025 Q4, when Ackerman Asset Management, LLC reported 32,149 shares, equal to 0.60% of portfolio, with an estimated market value of $906K.

What does the chart on this CBNK ownership page compare?

The chart compares Ackerman Asset Management, LLC's quarterly CBNK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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