Carson Wealth (CWM LLC)
FRBA icon

Carson Wealth (CWM LLC)’s First Bank FRBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.5K Buy
4,091
+387
+10% +$6.34K ﹤0.01% 3612
2025
Q4 		$61K Buy
3,704
+283
+8% +$4.52K ﹤0.01% 3448
2025
Q3 		$56K Buy
3,421
+1,637
+92% +$26.2K ﹤0.01% 3438
2025
Q2 		$28K Buy
1,784
+327
+22% +$4.74K ﹤0.01% 3688
2025
Q1 		$22K Buy
1,457
+347
+31% +$5.1K ﹤0.01% 3603
2024
Q4 		$16K Buy
1,110
+57
+5% +$835 ﹤0.01% 3581
2024
Q3 		$16K Buy
1,053
+533
+103% +$7.77K ﹤0.01% 3500
2024
Q2 		$7K Buy
520
+399
+330% +$4.88K ﹤0.01% 3708
2024
Q1 		$2K Buy
121
+100
+476% +$1.36K ﹤0.01% 3972
2023
Q4 		$0 Hold
21
– – ﹤0.01% 4263
2023
Q3 		$0 Hold
21
– – ﹤0.01% 4290
2023
Q2 		$0 Buy
+21
New +$214 ﹤0.01% 4262

Other funds holding FRBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Bank (FRBA) stake by 10% in Q1 2026, buying an estimated $6.34K and bringing the position to 4,091 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

Carson Wealth (CWM LLC) first reported a position in FRBA in Q2 2023 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold FRBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,091 shares of First Bank worth $65.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 387 First Bank shares in Q1 2026, an estimated $6.34K.
  • First Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3612 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Bank in Q2 2023 and has held it in 12 quarters since.
  • 128 funds tracked by Wall St. Rank held First Bank as of Q1 2026.

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