Carson Wealth (CWM LLC)
PFBC icon

Carson Wealth (CWM LLC)’s Preferred Bank PFBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$731K Sell
8,059
-403
-5% -$36.5K ﹤0.01% 1756
2025
Q4 		$799K Sell
8,462
-1,119
-12% -$104K ﹤0.01% 1634
2025
Q3 		$866K Buy
9,581
+7,195
+302% +$667K ﹤0.01% 1498
2025
Q2 		$206K Sell
2,386
-393
-14% -$32.4K ﹤0.01% 2150
2025
Q1 		$232K Buy
2,779
+269
+11% +$23.3K ﹤0.01% 1827
2024
Q4 		$217K Buy
2,510
+7
+0.3% +$618 ﹤0.01% 1775
2024
Q3 		$201K Buy
2,503
+1,460
+140% +$117K ﹤0.01% 1750
2024
Q2 		$79K Buy
1,043
+512
+96% +$38.7K ﹤0.01% 2146
2024
Q1 		$41K Sell
531
-85
-14% -$6.15K ﹤0.01% 2432
2023
Q4 		$45K Buy
616
+8
+1% +$521 ﹤0.01% 2241
2023
Q3 		$38K Buy
608
+94
+18% +$5.87K ﹤0.01% 2250
2023
Q2 		$28K Buy
514
+240
+88% +$12.1K ﹤0.01% 2415
2023
Q1 		$15K Buy
274
+206
+303% +$13.9K ﹤0.01% 2707
2022
Q4 		$5K Buy
68
+1
+1% +$73 ﹤0.01% 3208
2022
Q3 		$4K Buy
67
+26
+63% +$1.81K ﹤0.01% 3198
2022
Q2 		$3K Hold
41
– – ﹤0.01% 3224
2022
Q1 		$3K Hold
41
– – ﹤0.01% 3062
2021
Q4 		$3K Buy
+41
New +$2.83K ﹤0.01% 3013

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Preferred Bank (PFBC) stake by 4.8% in Q1 2026, selling an estimated $36.5K and leaving 8,059 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Carson Wealth (CWM LLC) first reported a position in PFBC in Q4 2021 and has held it in 18 quarters since. The position peaked at $866K in Q3 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,059 shares of Preferred Bank worth $731K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 403 Preferred Bank shares in Q1 2026, an estimated $36.5K.
  • Preferred Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1756 holding.
  • Carson Wealth (CWM LLC) first reported a position in Preferred Bank in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Preferred Bank position peaked at $866K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

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