Carson Wealth (CWM LLC)
OVBC icon

Carson Wealth (CWM LLC)’s Ohio Valley Banc Corp OVBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OVBC Stock Details OVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45K Hold
33
– – ﹤0.01% 5338
2025
Q4 		$1K Sell
33
-11
-25% -$414 ﹤0.01% 5262
2025
Q3 		$2K Buy
+44
New +$1.56K ﹤0.01% 5030

Other funds holding OVBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Ohio Valley Banc Corp (OVBC) position steady in Q1 2026 at 33 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #5338.

Carson Wealth (CWM LLC) first reported a position in OVBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2K in Q3 2025. 61 funds tracked by Wall St. Rank hold OVBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33 shares of Ohio Valley Banc Corp worth $1.45K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Ohio Valley Banc Corp share count unchanged in Q1 2026.
  • Ohio Valley Banc Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5338 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ohio Valley Banc Corp in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Ohio Valley Banc Corp position peaked at $2K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q1 2026.

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