Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pathfinder Bancorp PBHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBHC Stock Details PBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.21K Hold
173
– – ﹤0.01% 5252
2025
Q4 		$2K Hold
173
– – ﹤0.01% 5118
2025
Q3 		$3K Hold
173
– – ﹤0.01% 4923
2025
Q2 		$3K Hold
173
– – ﹤0.01% 4797
2025
Q1 		$3K Hold
173
– – ﹤0.01% 4663
2024
Q4 		$3K Buy
+173
New +$2.98K ﹤0.01% 4442

Other funds holding PBHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) held its Pathfinder Bancorp (PBHC) position steady in Q1 2026 at 173 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #5252.

Carson Wealth (CWM LLC) first reported a position in PBHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $3K in Q3 2025. 19 funds tracked by Wall St. Rank hold PBHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 173 shares of Pathfinder Bancorp worth $2.21K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Pathfinder Bancorp share count unchanged in Q1 2026.
  • Pathfinder Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5252 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pathfinder Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Pathfinder Bancorp position peaked at $3K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q1 2026.

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