Carson Wealth (CWM LLC)
EVBN

Carson Wealth (CWM LLC)’s Evans Bancorp Inc EVBN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-155
Closed -$6K – 5368
2025
Q1 		$6K Hold
155
– – ﹤0.01% 4419
2024
Q4 		$7K Buy
155
+55
+55% +$2.32K ﹤0.01% 4088
2024
Q3 		$4K Sell
100
-144
-59% -$4.93K ﹤0.01% 4230
2024
Q2 		$7K Buy
+244
New +$6.57K ﹤0.01% 3743

Other funds holding EVBN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVBN Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Evans Bancorp Inc (EVBN) in Q2 2025, closing a stake of 155 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in EVBN in Q2 2024 and held it in 4 quarters. The position peaked at $7K in Q4 2024. 1 fund tracked by Wall St. Rank holds EVBN as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Evans Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 155 Evans Bancorp Inc shares in Q2 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Evans Bancorp Inc in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Evans Bancorp Inc position peaked at $7K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.