Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Northeast Community Bancorp NECB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.1K Buy
3,451
+109
+3% +$2.57K ﹤0.01% 3432
2025
Q4 		$76K Sell
3,342
-908
-21% -$19.2K ﹤0.01% 3289
2025
Q3 		$87K Buy
4,250
+1,120
+36% +$24.7K ﹤0.01% 3095
2025
Q2 		$73K Buy
3,130
+1,413
+82% +$32K ﹤0.01% 2979
2025
Q1 		$40K Buy
1,717
+1,661
+2,966% +$39.7K ﹤0.01% 3170
2024
Q4 		$1K Buy
+56
New +$1.54K ﹤0.01% 4754
2024
Q2 		– Sell
-216
Closed -$3K – 4812
2024
Q1 		$3K Buy
+216
New +$3.5K ﹤0.01% 3860
2023
Q3 		– Sell
-543
Closed -$8K – 4415
2023
Q2 		$8K Hold
543
– – ﹤0.01% 3217
2023
Q1 		$7K Sell
543
-457
-46% -$6.85K ﹤0.01% 3150
2022
Q4 		$15K Buy
1,000
+800
+400% +$11K ﹤0.01% 2568
2022
Q3 		$2K Sell
200
-133
-40% -$1.66K ﹤0.01% 3502
2022
Q2 		$4K Buy
+333
New +$3.75K ﹤0.01% 3106
2022
Q1 		– Sell
-250
Closed -$3K – 3752
2021
Q4 		$3K Buy
+250
New +$2.74K ﹤0.01% 3000

Other funds holding NECB

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Northeast Community Bancorp (NECB) stake by 3.3% in Q1 2026, buying an estimated $2.57K and bringing the position to 3,451 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Carson Wealth (CWM LLC) first reported a position in NECB in Q4 2021 and has held it in 13 quarters since. The position peaked at $87K in Q3 2025. 125 funds tracked by Wall St. Rank hold NECB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,451 shares of Northeast Community Bancorp worth $82.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 109 Northeast Community Bancorp shares in Q1 2026, an estimated $2.57K.
  • Northeast Community Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3432 holding.
  • Carson Wealth (CWM LLC) first reported a position in Northeast Community Bancorp in Q4 2021 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Northeast Community Bancorp position peaked at $87K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q1 2026.

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