Carson Wealth (CWM LLC)
CARE icon

Carson Wealth (CWM LLC)’s Carter Bankshares CARE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.7K Buy
2,688
+234
+10% +$4.88K ﹤0.01% 3639
2025
Q4 		$48K Sell
2,454
-182
-7% -$3.39K ﹤0.01% 3634
2025
Q3 		$51K Buy
2,636
+465
+21% +$8.67K ﹤0.01% 3512
2025
Q2 		$38K Buy
2,171
+848
+64% +$13.4K ﹤0.01% 3471
2025
Q1 		$21K Buy
1,323
+1,001
+311% +$17.2K ﹤0.01% 3620
2024
Q4 		$6K Buy
322
+29
+10% +$533 ﹤0.01% 4100
2024
Q3 		$5K Buy
293
+66
+29% +$1.08K ﹤0.01% 4070
2024
Q2 		$3K Buy
227
+177
+354% +$2.21K ﹤0.01% 4047
2024
Q1 		$1K Sell
50
-1,673
-97% -$22.8K ﹤0.01% 4089
2023
Q4 		$26K Buy
+1,723
New +$21.7K ﹤0.01% 2590

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Carter Bankshares (CARE) stake by 9.5% in Q1 2026, buying an estimated $4.88K and bringing the position to 2,688 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Carson Wealth (CWM LLC) first reported a position in CARE in Q4 2023 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,688 shares of Carter Bankshares worth $62.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 234 Carter Bankshares shares in Q1 2026, an estimated $4.88K.
  • Carter Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3639 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carter Bankshares in Q4 2023 and has held it in 10 quarters since.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

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