Carson Wealth (CWM LLC)
NPB

Carson Wealth (CWM LLC)’s Northpointe Bancshares NPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NPB Stock Details NPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Buy
12,922
+99
+0.8% +$1.74K ﹤0.01% 2645
2025
Q4 		$215K Buy
12,823
+10,724
+511% +$182K ﹤0.01% 2510
2025
Q3 		$36K Sell
2,099
-43,436
-95% -$709K ﹤0.01% 3774
2025
Q2 		$624K Sell
45,535
-87,476
-66% -$1.17M ﹤0.01% 1498
2025
Q1 		$1.92M Buy
+133,011
New +$1.9M 0.01% 842

Other funds holding NPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Northpointe Bancshares (NPB) stake by 0.77% in Q1 2026, buying an estimated $1.74K and bringing the position to 12,922 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Carson Wealth (CWM LLC) first reported a position in NPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q1 2025. 115 funds tracked by Wall St. Rank hold NPB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,922 shares of Northpointe Bancshares worth $223K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 99 Northpointe Bancshares shares in Q1 2026, an estimated $1.74K.
  • Northpointe Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2645 holding.
  • Carson Wealth (CWM LLC) first reported a position in Northpointe Bancshares in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Northpointe Bancshares position peaked at $1.92M in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q1 2026.

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