Carson Wealth (CWM LLC)
HBT icon

Carson Wealth (CWM LLC)’s HBT Financial HBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.1K Buy
2,849
+10
+0.4% +$272 ﹤0.01% 3490
2025
Q4 		$73K Sell
2,839
-94
-3% -$2.32K ﹤0.01% 3314
2025
Q3 		$74K Buy
2,933
+1,098
+60% +$28.2K ﹤0.01% 3210
2025
Q2 		$46K Buy
1,835
+452
+33% +$10.6K ﹤0.01% 3347
2025
Q1 		$31K Buy
1,383
+157
+13% +$3.69K ﹤0.01% 3361
2024
Q4 		$27K Sell
1,226
-20
-2% -$456 ﹤0.01% 3238
2024
Q3 		$27K Buy
1,246
+620
+99% +$13.6K ﹤0.01% 3175
2024
Q2 		$13K Buy
626
+620
+10,333% +$11.8K ﹤0.01% 3383
2024
Q1 		$0 Buy
+6
New +$117 ﹤0.01% 4488

Other funds holding HBT

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its HBT Financial (HBT) stake by 0.35% in Q1 2026, buying an estimated $272 and bringing the position to 2,849 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Carson Wealth (CWM LLC) first reported a position in HBT in Q1 2024 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,849 shares of HBT Financial worth $76.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 HBT Financial shares in Q1 2026, an estimated $272.
  • HBT Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3490 holding.
  • Carson Wealth (CWM LLC) first reported a position in HBT Financial in Q1 2024 and has held it in 9 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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