Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Banc of California BANC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385K Buy
21,897
+3,432
+19% +$65.5K ﹤0.01% 2213
2025
Q4 		$356K Buy
18,465
+3,799
+26% +$68.1K ﹤0.01% 2143
2025
Q3 		$243K Buy
14,666
+5,883
+67% +$92.1K ﹤0.01% 2289
2025
Q2 		$123K Buy
8,783
+734
+9% +$10K ﹤0.01% 2546
2025
Q1 		$114K Buy
8,049
+2,367
+42% +$35.8K ﹤0.01% 2319
2024
Q4 		$88K Buy
5,682
+589
+12% +$9.29K ﹤0.01% 2371
2024
Q3 		$75K Sell
5,093
-1,489
-23% -$20.7K ﹤0.01% 2374
2024
Q2 		$84K Buy
6,582
+111
+2% +$1.53K ﹤0.01% 2086
2024
Q1 		$98K Sell
6,471
-314
-5% -$4.37K ﹤0.01% 1893
2023
Q4 		$91K Buy
6,785
+6,087
+872% +$75.2K ﹤0.01% 1818
2023
Q3 		$9K Buy
698
+103
+17% +$1.31K ﹤0.01% 3171
2023
Q2 		$7K Buy
595
+260
+78% +$3K ﹤0.01% 3254
2023
Q1 		$4K Buy
335
+322
+2,477% +$5.21K ﹤0.01% 3357
2022
Q4 		$0 Sell
13
-174
-93% -$2.84K ﹤0.01% 3966
2022
Q3 		$3K Sell
187
-262
-58% -$4.56K ﹤0.01% 3264
2022
Q2 		$8K Sell
449
-24
-5% -$438 ﹤0.01% 2682
2022
Q1 		$9K Buy
473
+24
+5% +$477 ﹤0.01% 2519
2021
Q4 		$9K Buy
+449
New +$9.09K ﹤0.01% 2389

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Banc of California (BANC) stake by 19% in Q1 2026, buying an estimated $65.5K and bringing the position to 21,897 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Carson Wealth (CWM LLC) first reported a position in BANC in Q4 2021 and has held it in 18 quarters since. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,897 shares of Banc of California worth $385K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,432 Banc of California shares in Q1 2026, an estimated $65.5K.
  • Banc of California made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2213 holding.
  • Carson Wealth (CWM LLC) first reported a position in Banc of California in Q4 2021 and has held it in 18 quarters since.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

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