Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hawthorn Bancshares HWBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HWBK Stock Details HWBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.3K Sell
187
-14
-7% -$470 ﹤0.01% 4947
2025
Q4 		$7K Buy
201
+64
+47% +$2.05K ﹤0.01% 4700
2025
Q3 		$4K Buy
+137
New +$4.17K ﹤0.01% 4817

Other funds holding HWBK

ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Hawthorn Bancshares (HWBK) stake by 7% in Q1 2026, selling an estimated $470 and leaving 187 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4947.

Carson Wealth (CWM LLC) first reported a position in HWBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $7K in Q4 2025. 65 funds tracked by Wall St. Rank hold HWBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 187 shares of Hawthorn Bancshares worth $6.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 14 Hawthorn Bancshares shares in Q1 2026, an estimated $470.
  • Hawthorn Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4947 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hawthorn Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Hawthorn Bancshares position peaked at $7K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q1 2026.

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