Carson Wealth (CWM LLC)
BAND

Carson Wealth (CWM LLC)’s Bandwidth Inc BAND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$373K Buy
20,958
+3,569
+21% +$52.3K ﹤0.01% 2237
2025
Q4 		$269K Sell
17,389
-716
-4% -$10.9K ﹤0.01% 2323
2025
Q3 		$302K Sell
18,105
-2,503
-12% -$38.6K ﹤0.01% 2131
2025
Q2 		$328K Buy
20,608
+13,148
+176% +$179K ﹤0.01% 1803
2025
Q1 		$98K Buy
7,460
+5,712
+327% +$93.4K ﹤0.01% 2437
2024
Q4 		$30K Sell
1,748
-23
-1% -$432 ﹤0.01% 3162
2024
Q3 		$31K Buy
1,771
+746
+73% +$13.2K ﹤0.01% 3065
2024
Q2 		$17K Buy
1,025
+101
+11% +$1.91K ﹤0.01% 3205
2024
Q1 		$17K Buy
924
+103
+13% +$1.62K ﹤0.01% 2995
2023
Q4 		$12K Sell
821
-272
-25% -$3.17K ﹤0.01% 3067
2023
Q3 		$12K Buy
1,093
+322
+42% +$4.39K ﹤0.01% 3024
2023
Q2 		$11K Sell
771
-927
-55% -$11.7K ﹤0.01% 3001
2023
Q1 		$26K Sell
1,698
-71
-4% -$1.43K ﹤0.01% 2311
2022
Q4 		$41K Buy
1,769
+780
+79% +$14.2K ﹤0.01% 1853
2022
Q3 		$12K Buy
989
+437
+79% +$7.18K ﹤0.01% 2550
2022
Q2 		$10K Buy
552
+526
+2,023% +$12.2K ﹤0.01% 2561
2022
Q1 		$1K Sell
26
-10
-28% -$479 ﹤0.01% 3295
2021
Q4 		$3K Buy
+36
New +$2.81K ﹤0.01% 2936

Other funds holding BAND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $552M AUM
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bandwidth Inc (BAND) stake by 21% in Q1 2026, buying an estimated $52.3K and bringing the position to 20,958 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Carson Wealth (CWM LLC) first reported a position in BAND in Q4 2021 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold BAND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,958 shares of Bandwidth Inc worth $373K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,569 Bandwidth Inc shares in Q1 2026, an estimated $52.3K.
  • Bandwidth Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2237 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bandwidth Inc in Q4 2021 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held Bandwidth Inc as of Q1 2026.

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