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

Carson Wealth (CWM LLC)’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.2K Sell
1,069
-8
-0.7% -$395 ﹤0.01% 3790
2025
Q4 		$48K Sell
1,077
-12
-1% -$515 ﹤0.01% 3640
2025
Q3 		$47K Buy
1,089
+875
+409% +$37.8K ﹤0.01% 3586
2025
Q2 		$10K Buy
214
+23
+12% +$990 ﹤0.01% 4304
2025
Q1 		$8K Buy
191
+47
+33% +$2.11K ﹤0.01% 4234
2024
Q4 		$7K Sell
144
-5
-3% -$225 ﹤0.01% 4069
2024
Q3 		$6K Buy
149
+61
+69% +$2.41K ﹤0.01% 4033
2024
Q2 		$3K Buy
88
+69
+363% +$2.42K ﹤0.01% 4114
2024
Q1 		$1K Buy
+19
New +$690 ﹤0.01% 4190

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Plumas Bancorp (PLBC) stake by 0.74% in Q1 2026, selling an estimated $395 and leaving 1,069 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

Carson Wealth (CWM LLC) first reported a position in PLBC in Q1 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold PLBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,069 shares of Plumas Bancorp worth $52.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8 Plumas Bancorp shares in Q1 2026, an estimated $395.
  • Plumas Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3790 holding.
  • Carson Wealth (CWM LLC) first reported a position in Plumas Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 94 funds tracked by Wall St. Rank held Plumas Bancorp as of Q1 2026.

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