Carson Wealth (CWM LLC)
OPBK icon

Carson Wealth (CWM LLC)’s OP Bancorp OPBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.09K Sell
232
-7
-3% -$96 ﹤0.01% 5174
2025
Q4 		$3K Buy
239
+52
+28% +$711 ﹤0.01% 5000
2025
Q3 		$3K Buy
+187
New +$2.58K ﹤0.01% 4919

Other funds holding OPBK

DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its OP Bancorp (OPBK) stake by 2.9% in Q1 2026, selling an estimated $96 and leaving 232 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #5174.

Carson Wealth (CWM LLC) first reported a position in OPBK in Q3 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold OPBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 232 shares of OP Bancorp worth $3.09K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7 OP Bancorp shares in Q1 2026, an estimated $96.
  • OP Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5174 holding.
  • Carson Wealth (CWM LLC) first reported a position in OP Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held OP Bancorp as of Q1 2026.

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