Carson Wealth (CWM LLC)
NBBK icon

Carson Wealth (CWM LLC)’s NB Bancorp NBBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.9K Buy
4,743
+1,101
+30% +$23.1K ﹤0.01% 3268
2025
Q4 		$72K Buy
3,642
+185
+5% +$3.52K ﹤0.01% 3328
2025
Q3 		$61K Buy
3,457
+2,175
+170% +$39.9K ﹤0.01% 3364
2025
Q2 		$23K Buy
1,282
+939
+274% +$15.9K ﹤0.01% 3825
2025
Q1 		$6K Sell
343
-106
-24% -$1.97K ﹤0.01% 4384
2024
Q4 		$8K Buy
449
+105
+31% +$2.02K ﹤0.01% 3999
2024
Q3 		$6K Buy
+344
New +$6.08K ﹤0.01% 4016

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NB Bancorp (NBBK) stake by 30% in Q1 2026, buying an estimated $23.1K and bringing the position to 4,743 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3268.

Carson Wealth (CWM LLC) first reported a position in NBBK in Q3 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold NBBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,743 shares of NB Bancorp worth $99.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,101 NB Bancorp shares in Q1 2026, an estimated $23.1K.
  • NB Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3268 holding.
  • Carson Wealth (CWM LLC) first reported a position in NB Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held NB Bancorp as of Q1 2026.

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