Carson Wealth (CWM LLC)
CNOB icon

Carson Wealth (CWM LLC)’s Center Bancorp CNOB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$191K Buy
7,117
+232
+3% +$6.24K ﹤0.01% 2776
2025
Q4 		$181K Sell
6,885
-175
-2% -$4.43K ﹤0.01% 2649
2025
Q3 		$175K Sell
7,060
-563
-7% -$13.9K ﹤0.01% 2542
2025
Q2 		$177K Buy
7,623
+6,413
+530% +$146K ﹤0.01% 2277
2025
Q1 		$29K Buy
1,210
+67
+6% +$1.63K ﹤0.01% 3405
2024
Q4 		$26K Sell
1,143
-32
-3% -$824 ﹤0.01% 3256
2024
Q3 		$29K Buy
1,175
+1,062
+940% +$24.4K ﹤0.01% 3109
2024
Q2 		$2K Buy
113
+100
+769% +$1.88K ﹤0.01% 4179
2024
Q1 		$0 Buy
+13
New +$273 ﹤0.01% 4365
2023
Q1 		– Sell
-16
Closed – – 4084
2022
Q4 		$0 Sell
16
-32
-67% -$787 ﹤0.01% 3998
2022
Q3 		$1K Buy
48
+20
+71% +$510 ﹤0.01% 3614
2022
Q2 		$1K Buy
+28
New +$779 ﹤0.01% 3510

Other funds holding CNOB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Center Bancorp (CNOB) stake by 3.4% in Q1 2026, buying an estimated $6.24K and bringing the position to 7,117 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Carson Wealth (CWM LLC) first reported a position in CNOB in Q2 2022 and has held it in 12 quarters since. 214 funds tracked by Wall St. Rank hold CNOB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,117 shares of Center Bancorp worth $191K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 232 Center Bancorp shares in Q1 2026, an estimated $6.24K.
  • Center Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2776 holding.
  • Carson Wealth (CWM LLC) first reported a position in Center Bancorp in Q2 2022 and has held it in 12 quarters since.
  • 214 funds tracked by Wall St. Rank held Center Bancorp as of Q1 2026.

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