Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Midland States Bancorp MSBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$383K Buy
17,177
+631
+4% +$14.1K ﹤0.01% 2219
2025
Q4 		$350K Sell
16,546
-7,046
-30% -$124K ﹤0.01% 2156
2025
Q3 		$404K Buy
23,592
+11,761
+99% +$211K ﹤0.01% 1921
2025
Q2 		$205K Buy
11,831
+4,415
+60% +$74.7K ﹤0.01% 2152
2025
Q1 		$127K Buy
7,416
+4,591
+163% +$92.2K ﹤0.01% 2231
2024
Q4 		$69K Buy
2,825
+534
+23% +$13.4K ﹤0.01% 2548
2024
Q3 		$51K Buy
2,291
+1,682
+276% +$38.2K ﹤0.01% 2677
2024
Q2 		$14K Buy
609
+603
+10,050% +$13.9K ﹤0.01% 3346
2024
Q1 		$0 Buy
+6
New +$151 ﹤0.01% 4579

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Midland States Bancorp (MSBI) stake by 3.8% in Q1 2026, buying an estimated $14.1K and bringing the position to 17,177 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Carson Wealth (CWM LLC) first reported a position in MSBI in Q1 2024 and has held it in 9 quarters since. The position peaked at $404K in Q3 2025. 139 funds tracked by Wall St. Rank hold MSBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,177 shares of Midland States Bancorp worth $383K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 631 Midland States Bancorp shares in Q1 2026, an estimated $14.1K.
  • Midland States Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2219 holding.
  • Carson Wealth (CWM LLC) first reported a position in Midland States Bancorp in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Midland States Bancorp position peaked at $404K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Midland States Bancorp as of Q1 2026.

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