Carson Wealth (CWM LLC)
CBNA

Carson Wealth (CWM LLC)’s Chain Bridge Bancorp CBNA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBNA Stock Details CBNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
5,953
+8
+0.1% +$280 ﹤0.01% 2708
2025
Q4 		$206K Buy
5,945
+5,767
+3,240% +$186K ﹤0.01% 2555
2025
Q3 		$6K Buy
+178
New +$5.08K ﹤0.01% 4708

Other funds holding CBNA

HIFS
Hingham Institution for Savings Hingham, Massachusetts $134M AUM
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Chain Bridge Bancorp (CBNA) stake by 0.13% in Q1 2026, buying an estimated $280 and bringing the position to 5,953 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

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

  • Carson Wealth (CWM LLC) held 5,953 shares of Chain Bridge Bancorp worth $208K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8 Chain Bridge Bancorp shares in Q1 2026, an estimated $280.
  • Chain Bridge Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2708 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chain Bridge Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Chain Bridge Bancorp as of Q1 2026.

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