Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coastal Financial CCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.97K Sell
131
-26
-17% -$2.35K ﹤0.01% 4776
2025
Q4 		$18K Buy
157
+1
+0.6% +$109 ﹤0.01% 4219
2025
Q3 		$17K Buy
156
+3
+2% +$318 ﹤0.01% 4210
2025
Q2 		$15K Sell
153
-34
-18% -$2.93K ﹤0.01% 4070
2025
Q1 		$17K Buy
187
+80
+75% +$6.99K ﹤0.01% 3786
2024
Q4 		$9K Buy
107
+16
+18% +$1.12K ﹤0.01% 3907
2024
Q3 		$5K Buy
91
+30
+49% +$1.5K ﹤0.01% 4071
2024
Q2 		$3K Buy
61
+54
+771% +$2.27K ﹤0.01% 4049
2024
Q1 		$0 Buy
+7
New +$277 ﹤0.01% 4343
2023
Q2 		– Sell
-3
Closed – – 4192
2023
Q1 		$0 Hold
3
– – ﹤0.01% 4072
2022
Q4 		$0 Hold
3
– – ﹤0.01% 3984
2022
Q3 		$0 Hold
3
– – ﹤0.01% 3928
2022
Q2 		$0 Buy
+3
New +$120 ﹤0.01% 3802

Other funds holding CCB

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Coastal Financial (CCB) stake by 17% in Q1 2026, selling an estimated $2.35K and leaving 131 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #4776.

Carson Wealth (CWM LLC) first reported a position in CCB in Q2 2022 and has held it in 13 quarters since. The position peaked at $18K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 131 shares of Coastal Financial worth $9.97K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26 Coastal Financial shares in Q1 2026, an estimated $2.35K.
  • Coastal Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4776 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coastal Financial in Q2 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Coastal Financial position peaked at $18K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

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