Carson Wealth (CWM LLC)
FVCB icon

Carson Wealth (CWM LLC)’s FVCBankcorp FVCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2K Buy
2,518
+378
+18% +$5.68K ﹤0.01% 3990
2025
Q4 		$30K Sell
2,140
-46
-2% -$589 ﹤0.01% 3950
2025
Q3 		$28K Buy
2,186
+1,821
+499% +$23.9K ﹤0.01% 3920
2025
Q2 		$4K Buy
365
+207
+131% +$2.32K ﹤0.01% 4680
2025
Q1 		$2K Sell
158
-13
-8% -$149 ﹤0.01% 4753
2024
Q4 		$2K Buy
171
+16
+10% +$212 ﹤0.01% 4538
2024
Q3 		$2K Buy
155
+15
+11% +$176 ﹤0.01% 4391
2024
Q2 		$2K Buy
140
+13
+10% +$144 ﹤0.01% 4206
2024
Q1 		$2K Buy
127
+2
+2% +$25 ﹤0.01% 3974
2023
Q4 		$2K Hold
125
– – ﹤0.01% 3802
2023
Q3 		$2K Buy
+125
New +$1.5K ﹤0.01% 3797
2023
Q2 		– Sell
-1,832
Closed -$20K – 4273
2023
Q1 		$20K Buy
+1,832
New +$24.8K ﹤0.01% 2506

Other funds holding FVCB

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FVCBankcorp (FVCB) stake by 18% in Q1 2026, buying an estimated $5.68K and bringing the position to 2,518 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3990.

Carson Wealth (CWM LLC) first reported a position in FVCB in Q1 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold FVCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,518 shares of FVCBankcorp worth $38.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 378 FVCBankcorp shares in Q1 2026, an estimated $5.68K.
  • FVCBankcorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3990 holding.
  • Carson Wealth (CWM LLC) first reported a position in FVCBankcorp in Q1 2023 and has held it in 12 quarters since.
  • 103 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2026.

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