Carson Wealth (CWM LLC)
EGBN icon

Carson Wealth (CWM LLC)’s Eagle Bancorp EGBN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Sell
10,888
-73
-0.7% -$1.82K ﹤0.01% 2461
2025
Q4 		$235K Sell
10,961
-6,261
-36% -$121K ﹤0.01% 2434
2025
Q3 		$348K Buy
17,222
+116
+0.7% +$2.25K ﹤0.01% 2005
2025
Q2 		$333K Buy
17,106
+1,819
+12% +$33.8K ﹤0.01% 1796
2025
Q1 		$321K Buy
15,287
+802
+6% +$19K ﹤0.01% 1632
2024
Q4 		$377K Sell
14,485
-6
-0% -$161 ﹤0.01% 1491
2024
Q3 		$327K Buy
14,491
+4,615
+47% +$96.8K ﹤0.01% 1498
2024
Q2 		$187K Buy
9,876
+4,351
+79% +$84.6K ﹤0.01% 1624
2024
Q1 		$130K Buy
5,525
+19
+0.3% +$471 ﹤0.01% 1730
2023
Q4 		$166K Sell
5,506
-822
-13% -$19.4K ﹤0.01% 1502
2023
Q3 		$136K Buy
6,328
+207
+3% +$5.04K ﹤0.01% 1472
2023
Q2 		$130K Buy
6,121
+5,503
+890% +$130K ﹤0.01% 1438
2023
Q1 		$21K Buy
618
+588
+1,960% +$25.1K ﹤0.01% 2464
2022
Q4 		$1K Buy
30
+6
+25% +$271 ﹤0.01% 3736
2022
Q3 		$1K Buy
24
+15
+167% +$717 ﹤0.01% 3638
2022
Q2 		$0 Sell
9
-129
-93% -$6.49K ﹤0.01% 3866
2022
Q1 		$8K Buy
138
+54
+64% +$3.23K ﹤0.01% 2609
2021
Q4 		$5K Buy
+84
New +$4.86K ﹤0.01% 2711

Other funds holding EGBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Eagle Bancorp (EGBN) stake by 0.67% in Q1 2026, selling an estimated $1.82K and leaving 10,888 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Carson Wealth (CWM LLC) first reported a position in EGBN in Q4 2021 and has held it in 18 quarters since. The position peaked at $377K in Q4 2024. 199 funds tracked by Wall St. Rank hold EGBN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,888 shares of Eagle Bancorp worth $271K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 73 Eagle Bancorp shares in Q1 2026, an estimated $1.82K.
  • Eagle Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2461 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Eagle Bancorp position peaked at $377K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2026.

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