Carson Wealth (CWM LLC)
FSBC icon

Carson Wealth (CWM LLC)’s Five Star Bancorp FSBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSBC Stock Details FSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89.5K Buy
2,374
+37
+2% +$1.42K ﹤0.01% 3366
2025
Q4 		$84K Buy
2,337
+208
+10% +$7.21K ﹤0.01% 3198
2025
Q3 		$69K Buy
2,129
+1,082
+103% +$34K ﹤0.01% 3258
2025
Q2 		$30K Buy
1,047
+827
+376% +$22.7K ﹤0.01% 3643
2025
Q1 		$6K Buy
220
+40
+22% +$1.19K ﹤0.01% 4360
2024
Q4 		$5K Buy
180
+42
+30% +$1.32K ﹤0.01% 4199
2024
Q3 		$4K Buy
138
+71
+106% +$1.98K ﹤0.01% 4179
2024
Q2 		$2K Buy
67
+64
+2,133% +$1.44K ﹤0.01% 4204
2024
Q1 		$0 Buy
+3
New +$72 ﹤0.01% 4461

Other funds holding FSBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Five Star Bancorp (FSBC) stake by 1.6% in Q1 2026, buying an estimated $1.42K and bringing the position to 2,374 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

Carson Wealth (CWM LLC) first reported a position in FSBC in Q1 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold FSBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,374 shares of Five Star Bancorp worth $89.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 37 Five Star Bancorp shares in Q1 2026, an estimated $1.42K.
  • Five Star Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3366 holding.
  • Carson Wealth (CWM LLC) first reported a position in Five Star Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 133 funds tracked by Wall St. Rank held Five Star Bancorp as of Q1 2026.

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