Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s National Bank Holdings NBHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
27,259
+4,835
+22% +$194K ﹤0.01% 1498
2025
Q4 		$852K Buy
22,424
+10,926
+95% +$412K ﹤0.01% 1593
2025
Q3 		$444K Buy
11,498
+10,632
+1,228% +$412K ﹤0.01% 1867
2025
Q2 		$33K Buy
866
+83
+11% +$3.02K ﹤0.01% 3586
2025
Q1 		$30K Buy
783
+480
+158% +$20K ﹤0.01% 3385
2024
Q4 		$13K Buy
303
+46
+18% +$2.08K ﹤0.01% 3717
2024
Q3 		$11K Buy
257
+126
+96% +$5.24K ﹤0.01% 3745
2024
Q2 		$5K Buy
131
+86
+191% +$3.05K ﹤0.01% 3883
2024
Q1 		$2K Buy
+45
New +$1.56K ﹤0.01% 4009
2023
Q3 		– Sell
-39
Closed -$1K – 4409
2023
Q2 		$1K Buy
+39
New +$1.22K ﹤0.01% 4012
2023
Q1 		– Sell
-130
Closed -$5K – 4246
2022
Q4 		$5K Buy
130
+56
+76% +$2.42K ﹤0.01% 3198
2022
Q3 		$3K Buy
+74
New +$2.97K ﹤0.01% 3333

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its National Bank Holdings (NBHC) stake by 22% in Q1 2026, buying an estimated $194K and bringing the position to 27,259 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Carson Wealth (CWM LLC) first reported a position in NBHC in Q3 2022 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,259 shares of National Bank Holdings worth $1.07M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,835 National Bank Holdings shares in Q1 2026, an estimated $194K.
  • National Bank Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1498 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Bank Holdings in Q3 2022 and has held it in 12 quarters since.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

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