Carson Wealth (CWM LLC)
FBLA

Carson Wealth (CWM LLC)’s FB Bancorp FBLA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBLA Stock Details FBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7K Buy
782
+153
+24% +$2.02K ﹤0.01% 4749
2025
Q4 		$8K Buy
629
+254
+68% +$3.15K ﹤0.01% 4676
2025
Q3 		$5K Buy
+375
New +$4.43K ﹤0.01% 4780

Other funds holding FBLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FB Bancorp (FBLA) stake by 24% in Q1 2026, buying an estimated $2.02K and bringing the position to 782 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4749.

Carson Wealth (CWM LLC) first reported a position in FBLA in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold FBLA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 782 shares of FB Bancorp worth $10.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 153 FB Bancorp shares in Q1 2026, an estimated $2.02K.
  • FB Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4749 holding.
  • Carson Wealth (CWM LLC) first reported a position in FB Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held FB Bancorp as of Q1 2026.

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