Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BCB Bancorp BCBP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCBP Stock Details BCBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.9K Sell
8,782
-3,213
-27% -$26.3K ﹤0.01% 3461
2025
Q4 		$97K Sell
11,995
-526
-4% -$4.24K ﹤0.01% 3091
2025
Q3 		$109K Buy
12,521
+8,309
+197% +$72.5K ﹤0.01% 2916
2025
Q2 		$35K Buy
4,212
+325
+8% +$2.75K ﹤0.01% 3524
2025
Q1 		$38K Sell
3,887
-1,223
-24% -$12.9K ﹤0.01% 3198
2024
Q4 		$61K Sell
5,110
-6
-0.1% -$75 ﹤0.01% 2639
2024
Q3 		$63K Buy
5,116
+2,624
+105% +$31.1K ﹤0.01% 2516
2024
Q2 		$26K Buy
2,492
+2,305
+1,233% +$23K ﹤0.01% 2935
2024
Q1 		$2K Sell
187
-207
-53% -$2.37K ﹤0.01% 3930
2023
Q4 		$5K Buy
394
+275
+231% +$3.14K ﹤0.01% 3482
2023
Q3 		$1K Buy
+119
New +$1.41K ﹤0.01% 3929
2022
Q4 		– Sell
-141
Closed -$2K – 3967
2022
Q3 		$2K Hold
141
– – ﹤0.01% 3419
2022
Q2 		$2K Buy
+141
New +$2.62K ﹤0.01% 3302

Other funds holding BCBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BCB Bancorp (BCBP) stake by 27% in Q1 2026, selling an estimated $26.3K and leaving 8,782 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3461.

Carson Wealth (CWM LLC) first reported a position in BCBP in Q2 2022 and has held it in 13 quarters since. The position peaked at $109K in Q3 2025. 104 funds tracked by Wall St. Rank hold BCBP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,782 shares of BCB Bancorp worth $78.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,213 BCB Bancorp shares in Q1 2026, an estimated $26.3K.
  • BCB Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3461 holding.
  • Carson Wealth (CWM LLC) first reported a position in BCB Bancorp in Q2 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s BCB Bancorp position peaked at $109K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held BCB Bancorp as of Q1 2026.

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