Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FS Bancorp FSBW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSBW Stock Details FSBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.5K Sell
842
-235
-22% -$9.55K ﹤0.01% 4107
2025
Q4 		$44K Buy
1,077
+17
+2% +$683 ﹤0.01% 3695
2025
Q3 		$42K Buy
1,060
+609
+135% +$25K ﹤0.01% 3660
2025
Q2 		$18K Buy
451
+203
+82% +$7.86K ﹤0.01% 3975
2025
Q1 		$9K Sell
248
-70
-22% -$2.74K ﹤0.01% 4155
2024
Q4 		$13K Sell
318
-36
-10% -$1.61K ﹤0.01% 3710
2024
Q3 		$16K Buy
354
+197
+125% +$8.21K ﹤0.01% 3501
2024
Q2 		$6K Buy
157
+152
+3,040% +$4.98K ﹤0.01% 3769
2024
Q1 		$0 Buy
+5
New +$172 ﹤0.01% 4462
2022
Q2 		– Sell
-206
Closed -$6K – 3892
2022
Q1 		$6K Buy
+206
New +$6.7K ﹤0.01% 2743

Other funds holding FSBW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FS Bancorp (FSBW) stake by 22% in Q1 2026, selling an estimated $9.55K and leaving 842 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4107.

Carson Wealth (CWM LLC) first reported a position in FSBW in Q1 2022 and has held it in 10 quarters since. The position peaked at $44K in Q4 2025. 105 funds tracked by Wall St. Rank hold FSBW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 842 shares of FS Bancorp worth $32.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 235 FS Bancorp shares in Q1 2026, an estimated $9.55K.
  • FS Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4107 holding.
  • Carson Wealth (CWM LLC) first reported a position in FS Bancorp in Q1 2022 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s FS Bancorp position peaked at $44K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held FS Bancorp as of Q1 2026.

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