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

Carson Wealth (CWM LLC)’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.7K Sell
4,387
-126
-3% -$2.81K ﹤0.01% 3283
2025
Q4 		$98K Buy
4,513
+235
+5% +$5.07K ﹤0.01% 3081
2025
Q3 		$90K Buy
4,278
+2,232
+109% +$48K ﹤0.01% 3067
2025
Q2 		$43K Buy
2,046
+779
+61% +$15.1K ﹤0.01% 3398
2025
Q1 		$24K Buy
1,267
+649
+105% +$12.5K ﹤0.01% 3542
2024
Q4 		$13K Buy
618
+210
+51% +$4.19K ﹤0.01% 3722
2024
Q3 		$8K Buy
408
+206
+102% +$3.71K ﹤0.01% 3897
2024
Q2 		$3K Buy
+202
New +$3.09K ﹤0.01% 4110

Other funds holding PCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its PCB Bancorp (PCB) stake by 2.8% in Q1 2026, selling an estimated $2.81K and leaving 4,387 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Carson Wealth (CWM LLC) first reported a position in PCB in Q2 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold PCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,387 shares of PCB Bancorp worth $98.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 126 PCB Bancorp shares in Q1 2026, an estimated $2.81K.
  • PCB Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3283 holding.
  • Carson Wealth (CWM LLC) first reported a position in PCB Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held PCB Bancorp as of Q1 2026.

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