Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Park National Corp PRK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRK Stock Details PRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75K Buy
459
+26
+6% +$4.25K ﹤0.01% 3499
2025
Q4 		$66K Buy
433
+21
+5% +$3.31K ﹤0.01% 3401
2025
Q3 		$67K Buy
412
+189
+85% +$31.9K ﹤0.01% 3293
2025
Q2 		$37K Buy
223
+89
+66% +$14K ﹤0.01% 3499
2025
Q1 		$20K Buy
134
+4
+3% +$656 ﹤0.01% 3679
2024
Q4 		$22K Buy
130
+15
+13% +$2.71K ﹤0.01% 3378
2024
Q3 		$19K Buy
115
+42
+58% +$6.96K ﹤0.01% 3397
2024
Q2 		$10K Buy
73
+67
+1,117% +$9.02K ﹤0.01% 3557
2024
Q1 		$1K Sell
6
-35
-85% -$4.55K ﹤0.01% 4193
2023
Q4 		$5K Sell
41
-18
-31% -$2K ﹤0.01% 3535
2023
Q3 		$6K Sell
59
-131
-69% -$13.6K ﹤0.01% 3396
2023
Q2 		$19K Sell
190
-79
-29% -$8.39K ﹤0.01% 2689
2023
Q1 		$32K Sell
269
-91
-25% -$11.6K ﹤0.01% 2190
2022
Q4 		$51K Buy
360
+64
+22% +$9.01K ﹤0.01% 1724
2022
Q3 		$37K Sell
296
-20
-6% -$2.59K ﹤0.01% 1816
2022
Q2 		$38K Sell
316
-84
-21% -$10.1K ﹤0.01% 1754
2022
Q1 		$53K Sell
400
-13,974
-97% -$1.88M ﹤0.01% 1590
2021
Q4 		$1.97M Buy
+14,374
New +$1.91M 0.01% 434
2021
Q2 		$1.86M Hold
15,863
– – 0.01% 446
2021
Q1 		$1.86M Hold
15,863
– – 0.01% 446
2020
Q4 		$1.86M Hold
15,863
– – 0.01% 446
2020
Q3 		$1.86M Hold
15,863
– – 0.01% 446
2020
Q2 		$1.86M Hold
15,863
– – 0.01% 446
2020
Q1 		$1.86M Hold
15,863
– – 0.01% 446
2019
Q4 		$1.86M Hold
15,863
– – 0.01% 446
2019
Q3 		$1.86M Hold
15,863
– – 0.01% 446
2019
Q2 		$1.86M Hold
15,863
– – 0.01% 446
2019
Q1 		$1.86M Buy
15,863
+15,847
+99,044% +$1.52M 0.01% 446
2018
Q4 		$1K Hold
16
– – ﹤0.01% 1966
2018
Q3 		$2K Hold
16
– – ﹤0.01% 1554
2018
Q2 		$2K Buy
+16
New +$1.79K ﹤0.01% 1413

Other funds holding PRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Park National Corp (PRK) stake by 6% in Q1 2026, buying an estimated $4.25K and bringing the position to 459 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Carson Wealth (CWM LLC) first reported a position in PRK in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.97M in Q4 2021. 258 funds tracked by Wall St. Rank hold PRK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 459 shares of Park National Corp worth $75K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26 Park National Corp shares in Q1 2026, an estimated $4.25K.
  • Park National Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3499 holding.
  • Carson Wealth (CWM LLC) first reported a position in Park National Corp in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Park National Corp position peaked at $1.97M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Park National Corp as of Q1 2026.

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