Carson Wealth (CWM LLC)
INBK icon

Carson Wealth (CWM LLC)’s First Internet Bancorp INBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.9K Buy
2,744
+2,040
+290% +$42.7K ﹤0.01% 3733
2025
Q4 		$15K Sell
704
-681
-49% -$13.7K ﹤0.01% 4331
2025
Q3 		$31K Buy
1,385
+219
+19% +$5.4K ﹤0.01% 3863
2025
Q2 		$31K Sell
1,166
-54
-4% -$1.29K ﹤0.01% 3630
2025
Q1 		$33K Sell
1,220
-372
-23% -$11.6K ﹤0.01% 3315
2024
Q4 		$57K Sell
1,592
-6
-0.4% -$228 ﹤0.01% 2703
2024
Q3 		$55K Buy
1,598
+1,401
+711% +$47.4K ﹤0.01% 2619
2024
Q2 		$5K Hold
197
– – ﹤0.01% 3873
2024
Q1 		$7K Hold
197
– – ﹤0.01% 3511
2023
Q4 		$5K Sell
197
-9
-4% -$174 ﹤0.01% 3513
2023
Q3 		$3K Sell
206
-17
-8% -$321 ﹤0.01% 3675
2023
Q2 		$3K Buy
223
+47
+27% +$653 ﹤0.01% 3647
2023
Q1 		$3K Sell
176
-73
-29% -$1.76K ﹤0.01% 3524
2022
Q4 		$6K Buy
+249
New +$6.58K ﹤0.01% 3082

Other funds holding INBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM

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

Carson Wealth (CWM LLC) increased its First Internet Bancorp (INBK) stake by 290% in Q1 2026, buying an estimated $42.7K and bringing the position to 2,744 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Carson Wealth (CWM LLC) first reported a position in INBK in Q4 2022 and has held it in 14 quarters since. The position peaked at $57K in Q4 2024. 117 funds tracked by Wall St. Rank hold INBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,744 shares of First Internet Bancorp worth $55.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,040 First Internet Bancorp shares in Q1 2026, an estimated $42.7K.
  • First Internet Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3733 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Internet Bancorp in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s First Internet Bancorp position peaked at $57K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held First Internet Bancorp as of Q1 2026.

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