Carson Wealth (CWM LLC)
MVBF icon

Carson Wealth (CWM LLC)’s MVB Financial MVBF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.5K Sell
2,076
-7
-0.3% -$188 ﹤0.01% 3798
2025
Q4 		$54K Buy
2,083
+46
+2% +$1.22K ﹤0.01% 3551
2025
Q3 		$51K Buy
2,037
+829
+69% +$19.7K ﹤0.01% 3523
2025
Q2 		$27K Buy
1,208
+521
+76% +$9.63K ﹤0.01% 3714
2025
Q1 		$12K Buy
687
+152
+28% +$2.86K ﹤0.01% 4012
2024
Q4 		$11K Sell
535
-16
-3% -$330 ﹤0.01% 3815
2024
Q3 		$11K Buy
551
+145
+36% +$3.01K ﹤0.01% 3744
2024
Q2 		$8K Buy
406
+220
+118% +$4.2K ﹤0.01% 3674
2024
Q1 		$4K Buy
186
+1
+0.5% +$22 ﹤0.01% 3769
2023
Q4 		$4K Hold
185
– – ﹤0.01% 3612
2023
Q3 		$4K Hold
185
– – ﹤0.01% 3577
2023
Q2 		$4K Sell
185
-453
-71% -$8.51K ﹤0.01% 3543
2023
Q1 		$13K Buy
638
+587
+1,151% +$13.6K ﹤0.01% 2799
2022
Q4 		$1K Buy
51
+1
+2% +$24 ﹤0.01% 3793
2022
Q3 		$1K Sell
50
-212
-81% -$6.82K ﹤0.01% 3704
2022
Q2 		$8K Buy
+262
New +$9.88K ﹤0.01% 2714

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its MVB Financial (MVBF) stake by 0.34% in Q1 2026, selling an estimated $188 and leaving 2,076 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

Carson Wealth (CWM LLC) first reported a position in MVBF in Q2 2022 and has held it in 16 quarters since. The position peaked at $54K in Q4 2025. 111 funds tracked by Wall St. Rank hold MVBF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,076 shares of MVB Financial worth $51.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7 MVB Financial shares in Q1 2026, an estimated $188.
  • MVB Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3798 holding.
  • Carson Wealth (CWM LLC) first reported a position in MVB Financial in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s MVB Financial position peaked at $54K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held MVB Financial as of Q1 2026.

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