Carson Wealth (CWM LLC)
BVFL icon

Carson Wealth (CWM LLC)’s BV Financial BVFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BVFL Stock Details BVFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.34K Buy
488
+15
+3% +$285 ﹤0.01% 4799
2025
Q4 		$9K Buy
473
+233
+97% +$4.01K ﹤0.01% 4583
2025
Q3 		$4K Buy
+240
New +$3.88K ﹤0.01% 4793

Other funds holding BVFL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BV Financial (BVFL) stake by 3.2% in Q1 2026, buying an estimated $285 and bringing the position to 488 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4799.

Carson Wealth (CWM LLC) first reported a position in BVFL in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 488 shares of BV Financial worth $9.34K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15 BV Financial shares in Q1 2026, an estimated $285.
  • BV Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4799 holding.
  • Carson Wealth (CWM LLC) first reported a position in BV Financial in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

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