Carson Wealth (CWM LLC)
CBU icon

Carson Wealth (CWM LLC)’s Community Bank CBU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.4K Buy
1,047
+70
+7% +$4.28K ﹤0.01% 3653
2025
Q4 		$56K Buy
977
+78
+9% +$4.49K ﹤0.01% 3514
2025
Q3 		$53K Buy
899
+323
+56% +$18.7K ﹤0.01% 3481
2025
Q2 		$33K Sell
576
-102
-15% -$5.66K ﹤0.01% 3579
2025
Q1 		$39K Sell
678
-60
-8% -$3.72K ﹤0.01% 3180
2024
Q4 		$46K Buy
738
+56
+8% +$3.59K ﹤0.01% 2860
2024
Q3 		$40K Buy
682
+252
+59% +$14.4K ﹤0.01% 2865
2024
Q2 		$20K Buy
430
+200
+87% +$9.05K ﹤0.01% 3104
2024
Q1 		$11K Sell
230
-38
-14% -$1.77K ﹤0.01% 3267
2023
Q4 		$14K Buy
268
+1
+0.4% +$45 ﹤0.01% 2974
2023
Q3 		$11K Sell
267
-86
-24% -$4.08K ﹤0.01% 3070
2023
Q2 		$17K Sell
353
-101
-22% -$4.95K ﹤0.01% 2735
2023
Q1 		$24K Buy
454
+75
+20% +$4.39K ﹤0.01% 2363
2022
Q4 		$24K Buy
379
+4
+1% +$250 ﹤0.01% 2231
2022
Q3 		$23K Buy
+375
New +$24.7K ﹤0.01% 2134
2022
Q2 		– Sell
-439
Closed -$31K – 3801
2022
Q1 		$31K Buy
439
+383
+684% +$27.9K ﹤0.01% 1821
2021
Q4 		$4K Buy
+56
New +$4.08K ﹤0.01% 2801

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Community Bank (CBU) stake by 7.2% in Q1 2026, buying an estimated $4.28K and bringing the position to 1,047 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

Carson Wealth (CWM LLC) first reported a position in CBU in Q4 2021 and has held it in 17 quarters since. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,047 shares of Community Bank worth $61.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 70 Community Bank shares in Q1 2026, an estimated $4.28K.
  • Community Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3653 holding.
  • Carson Wealth (CWM LLC) first reported a position in Community Bank in Q4 2021 and has held it in 17 quarters since.
  • 265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

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