Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Blue Ridge Bankshares BRBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRBS Stock Details BRBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.51K Sell
1,312
-312
-19% -$1.3K ﹤0.01% 4989
2025
Q4 		$7K Buy
1,624
+100
+7% +$434 ﹤0.01% 4687
2025
Q3 		$6K Buy
+1,524
New +$5.9K ﹤0.01% 4660
2024
Q3 		– Sell
-99
Closed – – 4839
2024
Q2 		$0 Buy
99
+1
+1% +$3 ﹤0.01% 4603
2024
Q1 		$0 Sell
98
-45
-31% -$122 ﹤0.01% 4335
2023
Q4 		$0 Sell
143
-1,172
-89% -$3.58K ﹤0.01% 4149
2023
Q3 		$6K Buy
1,315
+654
+99% +$5.14K ﹤0.01% 3348
2023
Q2 		$6K Sell
661
-183
-22% -$1.66K ﹤0.01% 3326
2023
Q1 		$9K Buy
+844
New +$10K ﹤0.01% 2991
2022
Q2 		– Sell
-74
Closed -$1K – 3792
2022
Q1 		$1K Hold
74
– – ﹤0.01% 3300
2021
Q4 		$1K Buy
+74
New +$1.34K ﹤0.01% 3252

Other funds holding BRBS

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Blue Ridge Bankshares (BRBS) stake by 19% in Q1 2026, selling an estimated $1.3K and leaving 1,312 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4989.

Carson Wealth (CWM LLC) first reported a position in BRBS in Q4 2021 and has held it in 11 quarters since. The position peaked at $9K in Q1 2023. 107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,312 shares of Blue Ridge Bankshares worth $5.51K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 312 Blue Ridge Bankshares shares in Q1 2026, an estimated $1.3K.
  • Blue Ridge Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4989 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blue Ridge Bankshares in Q4 2021 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Blue Ridge Bankshares position peaked at $9K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

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