Carson Wealth (CWM LLC)
LNKB

Carson Wealth (CWM LLC)’s LINKBANCORP LNKB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LNKB Stock Details LNKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.3K Buy
8,305
+2,628
+46% +$22.8K ﹤0.01% 3557
2025
Q4 		$47K Buy
5,677
+1,840
+48% +$13.8K ﹤0.01% 3651
2025
Q3 		$27K Buy
3,837
+3,002
+360% +$21.8K ﹤0.01% 3949
2025
Q2 		$6K Buy
835
+377
+82% +$2.58K ﹤0.01% 4542
2025
Q1 		$3K Sell
458
-15
-3% -$108 ﹤0.01% 4641
2024
Q4 		$4K Buy
473
+157
+50% +$1.12K ﹤0.01% 4325
2024
Q3 		$2K Buy
+316
New +$2.07K ﹤0.01% 4417

Other funds holding LNKB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LINKBANCORP (LNKB) stake by 46% in Q1 2026, buying an estimated $22.8K and bringing the position to 8,305 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

Carson Wealth (CWM LLC) first reported a position in LNKB in Q3 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold LNKB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,305 shares of LINKBANCORP worth $69.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,628 LINKBANCORP shares in Q1 2026, an estimated $22.8K.
  • LINKBANCORP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3557 holding.
  • Carson Wealth (CWM LLC) first reported a position in LINKBANCORP in Q3 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held LINKBANCORP as of Q1 2026.

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