Carson Wealth (CWM LLC)
IBOC icon

Carson Wealth (CWM LLC)’s International Bancshares IBOC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.6K Sell
1,287
-276
-18% -$19.1K ﹤0.01% 3393
2025
Q4 		$104K Sell
1,563
-570
-27% -$38.6K ﹤0.01% 3031
2025
Q3 		$147K Buy
2,133
+904
+74% +$63.2K ﹤0.01% 2685
2025
Q2 		$82K Buy
1,229
+388
+46% +$24.2K ﹤0.01% 2885
2025
Q1 		$53K Sell
841
-1,422
-63% -$91.9K ﹤0.01% 2933
2024
Q4 		$143K Buy
2,263
+69
+3% +$4.58K ﹤0.01% 2055
2024
Q3 		$131K Buy
2,194
+2,156
+5,674% +$132K ﹤0.01% 2017
2024
Q2 		$2K Buy
38
+17
+81% +$957 ﹤0.01% 4217
2024
Q1 		$1K Buy
21
+15
+250% +$796 ﹤0.01% 4145
2023
Q4 		$0 Hold
6
– – ﹤0.01% 4313
2023
Q3 		$0 Hold
6
– – ﹤0.01% 4324
2023
Q2 		$0 Sell
6
-87
-94% -$3.78K ﹤0.01% 4305
2023
Q1 		$4K Buy
93
+41
+79% +$1.86K ﹤0.01% 3395
2022
Q4 		$2K Buy
+52
New +$2.5K ﹤0.01% 3565
2022
Q3 		– Sell
-24
Closed -$1K – 4039
2022
Q2 		$1K Sell
24
-20
-45% -$816 ﹤0.01% 3558
2022
Q1 		$2K Buy
+44
New +$1.89K ﹤0.01% 3181
2019
Q1 		– Sell
-19
Closed -$1K – 3092
2018
Q4 		$1K Hold
19
– – ﹤0.01% 1907
2018
Q3 		$1K Hold
19
– – ﹤0.01% 1676
2018
Q2 		$1K Hold
19
– – ﹤0.01% 1530
2018
Q1 		$1K Hold
19
– – ﹤0.01% 1279
2017
Q4 		$1K Hold
19
– – ﹤0.01% 1361
2017
Q3 		$1K Hold
19
– – ﹤0.01% 1373
2017
Q2 		$1K Hold
19
– – ﹤0.01% 1096
2017
Q1 		$1K Buy
+19
New +$715 ﹤0.01% 1062

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its International Bancshares (IBOC) stake by 18% in Q1 2026, selling an estimated $19.1K and leaving 1,287 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

Carson Wealth (CWM LLC) first reported a position in IBOC in Q1 2017 and has held it in 24 quarters since. The position peaked at $147K in Q3 2025. 293 funds tracked by Wall St. Rank hold IBOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,287 shares of International Bancshares worth $86.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 276 International Bancshares shares in Q1 2026, an estimated $19.1K.
  • International Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3393 holding.
  • Carson Wealth (CWM LLC) first reported a position in International Bancshares in Q1 2017 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s International Bancshares position peaked at $147K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held International Bancshares as of Q1 2026.

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