Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Community Trust Bancorp CTBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Buy
5,320
+135
+3% +$8.21K ﹤0.01% 2330
2025
Q4 		$293K Sell
5,185
-759
-13% -$41.9K ﹤0.01% 2277
2025
Q3 		$333K Buy
5,944
+1,954
+49% +$110K ﹤0.01% 2040
2025
Q2 		$211K Buy
3,990
+474
+13% +$23.8K ﹤0.01% 2132
2025
Q1 		$177K Buy
3,516
+361
+11% +$19.2K ﹤0.01% 2000
2024
Q4 		$167K Buy
3,155
+237
+8% +$13K ﹤0.01% 1946
2024
Q3 		$145K Buy
2,918
+317
+12% +$15.2K ﹤0.01% 1948
2024
Q2 		$114K Buy
2,601
+2,473
+1,932% +$104K ﹤0.01% 1886
2024
Q1 		$5K Buy
128
+51
+66% +$2.08K ﹤0.01% 3639
2023
Q4 		$3K Buy
77
+28
+57% +$1.11K ﹤0.01% 3678
2023
Q3 		$2K Buy
+49
New +$1.79K ﹤0.01% 3777

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Community Trust Bancorp (CTBI) stake by 2.6% in Q1 2026, buying an estimated $8.21K and bringing the position to 5,320 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Carson Wealth (CWM LLC) first reported a position in CTBI in Q3 2023 and has held it in 11 quarters since. The position peaked at $333K in Q3 2025. 182 funds tracked by Wall St. Rank hold CTBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,320 shares of Community Trust Bancorp worth $323K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 135 Community Trust Bancorp shares in Q1 2026, an estimated $8.21K.
  • Community Trust Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2330 holding.
  • Carson Wealth (CWM LLC) first reported a position in Community Trust Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Community Trust Bancorp position peaked at $333K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q1 2026.

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