Carson Wealth (CWM LLC)
AVBH

Carson Wealth (CWM LLC)’s Avidbank Holdings AVBH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVBH Stock Details AVBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Buy
+615
New +$17.4K ﹤0.01% 4494

Other funds holding AVBH

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVBH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Avidbank Holdings (AVBH) in Q1 2026: 615 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #4494 among its holdings.

88 funds tracked by Wall St. Rank hold AVBH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 615 shares of Avidbank Holdings worth $17.5K as of Q1 2026.
  • Avidbank Holdings was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Avidbank Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4494 holding.
  • 88 funds tracked by Wall St. Rank held Avidbank Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.