Carson Wealth (CWM LLC)’s Bank7 Corp BSVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSVN Stock Details BSVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.93K	Sell	249 -5	-2%	-$211	﹤0.01%	4779
2025 Q4	$10K	Sell	254 -3	-1%	-$128	﹤0.01%	4530
2025 Q3	$12K	Buy	257 +74	+40%	+$3.46K	﹤0.01%	4383
2025 Q2	$8K	Sell	183 -20	-10%	-$759	﹤0.01%	4385
2025 Q1	$8K	Buy	203 +75	+59%	+$3.13K	﹤0.01%	4200
2024 Q4	$6K	Buy	128 +8	+7%	+$353	﹤0.01%	4097
2024 Q3	$4K	Buy	120 +63	+111%	+$2.38K	﹤0.01%	4161
2024 Q2	$2K	Buy	57 +56	+5,600%	+$1.62K	﹤0.01%	4171
2024 Q1	$0	Buy	+1	New	+$27	﹤0.01%	4336

Other funds holding BSVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Bank7 Corp (BSVN) stake by 2% in Q1 2026, selling an estimated $211 and leaving 249 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4779.

Carson Wealth (CWM LLC) first reported a position in BSVN in Q1 2024 and has held it in 9 quarters since. The position peaked at $12K in Q3 2025. 94 funds tracked by Wall St. Rank hold BSVN as of Q1 2026.

Carson Wealth (CWM LLC) held 249 shares of Bank7 Corp worth $9.93K as of Q1 2026.
Carson Wealth (CWM LLC) sold 5 Bank7 Corp shares in Q1 2026, an estimated $211.
Bank7 Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4779 holding.
Carson Wealth (CWM LLC) first reported a position in Bank7 Corp in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Bank7 Corp position peaked at $12K in Q3 2025.
94 funds tracked by Wall St. Rank held Bank7 Corp as of Q1 2026.

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