Carson Wealth (CWM LLC)
LARK icon

Carson Wealth (CWM LLC)’s Landmark Bancorp LARK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LARK Stock Details LARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$818 Sell
33
-5
-13% -$132 ﹤0.01% 5423
2025
Q4 		$1K Sell
38
-17
-31% -$445 ﹤0.01% 5242
2025
Q3 		$1K Buy
+55
New +$1.38K ﹤0.01% 5148

Other funds holding LARK

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Landmark Bancorp (LARK) stake by 13% in Q1 2026, selling an estimated $132 and leaving 33 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #5423.

Carson Wealth (CWM LLC) first reported a position in LARK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1K in Q4 2025. 64 funds tracked by Wall St. Rank hold LARK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33 shares of Landmark Bancorp worth $818 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5 Landmark Bancorp shares in Q1 2026, an estimated $132.
  • Landmark Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5423 holding.
  • Carson Wealth (CWM LLC) first reported a position in Landmark Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Landmark Bancorp position peaked at $1K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Landmark Bancorp as of Q1 2026.

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