Carson Wealth (CWM LLC)
CBK

Carson Wealth (CWM LLC)’s Commercial Bancgroup CBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBK Stock Details CBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.03K Buy
+78
New +$2K ﹤0.01% 5278

Other funds holding CBK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Commercial Bancgroup (CBK) in Q1 2026: 78 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #5278 among its holdings.

81 funds tracked by Wall St. Rank hold CBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 78 shares of Commercial Bancgroup worth $2.03K as of Q1 2026.
  • Commercial Bancgroup was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Commercial Bancgroup made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5278 holding.
  • 81 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q1 2026.

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