Carson Wealth (CWM LLC)
ECBK icon

Carson Wealth (CWM LLC)’s ECB Bancorp ECBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ECBK Stock Details ECBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.43K Sell
265
-17
-6% -$294 ﹤0.01% 5066
2025
Q4 		$5K Sell
282
-35
-11% -$581 ﹤0.01% 4803
2025
Q3 		$5K Buy
+317
New +$5.15K ﹤0.01% 4718

Other funds holding ECBK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ECB Bancorp (ECBK) stake by 6% in Q1 2026, selling an estimated $294 and leaving 265 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #5066.

Carson Wealth (CWM LLC) first reported a position in ECBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $5K in Q4 2025. 59 funds tracked by Wall St. Rank hold ECBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 265 shares of ECB Bancorp worth $4.43K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17 ECB Bancorp shares in Q1 2026, an estimated $294.
  • ECB Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5066 holding.
  • Carson Wealth (CWM LLC) first reported a position in ECB Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s ECB Bancorp position peaked at $5K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held ECB Bancorp as of Q1 2026.

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