Carson Wealth (CWM LLC)
FUNC icon

Carson Wealth (CWM LLC)’s First United FUNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.88K Buy
215
+16
+8% +$595 ﹤0.01% 4870
2025
Q4 		$7K Sell
199
-5
-2% -$186 ﹤0.01% 4697
2025
Q3 		$8K Buy
+204
New +$7.18K ﹤0.01% 4562

Other funds holding FUNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First United (FUNC) stake by 8% in Q1 2026, buying an estimated $595 and bringing the position to 215 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #4870.

Carson Wealth (CWM LLC) first reported a position in FUNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $8K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 215 shares of First United worth $7.88K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16 First United shares in Q1 2026, an estimated $595.
  • First United made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4870 holding.
  • Carson Wealth (CWM LLC) first reported a position in First United in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s First United position peaked at $8K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

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