Carson Wealth (CWM LLC)’s First National Corp FXNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FXNC Stock Details FXNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Buy	9,149 +99	+1%	+$2.62K	﹤0.01%	2545
2025 Q4	$228K	Buy	9,050 +30	+0.3%	+$712	﹤0.01%	2464
2025 Q3	$205K	Buy	9,020 +20	+0.2%	+$444	﹤0.01%	2423
2025 Q2	$175K	Hold	9,000	–	–	﹤0.01%	2290
2025 Q1	$202K	Hold	9,000	–	–	﹤0.01%	1914
2024 Q4	$207K	Sell	9,000 -1,337	-13%	-$29.9K	﹤0.01%	1802
2024 Q3	$181K	Hold	10,337	–	–	﹤0.01%	1807
2024 Q2	$157K	Hold	10,337	–	–	﹤0.01%	1718
2024 Q1	$168K	Buy	+10,337	New	+$199K	﹤0.01%	1596

Other funds holding FXNC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First National Corp (FXNC) stake by 1.1% in Q1 2026, buying an estimated $2.62K and bringing the position to 9,149 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Carson Wealth (CWM LLC) first reported a position in FXNC in Q1 2024 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold FXNC as of Q1 2026.

Carson Wealth (CWM LLC) held 9,149 shares of First National Corp worth $246K as of Q1 2026.
Carson Wealth (CWM LLC) bought 99 First National Corp shares in Q1 2026, an estimated $2.62K.
First National Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2545 holding.
Carson Wealth (CWM LLC) first reported a position in First National Corp in Q1 2024 and has held it in 9 quarters since.
84 funds tracked by Wall St. Rank held First National Corp as of Q1 2026.

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