Carson Wealth (CWM LLC)
RBB icon

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

Carson Wealth (CWM LLC)’s Portfolio RBB Stock Details RBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
6,210
+144
+2% +$3.09K ﹤0.01% 3041
2025
Q4 		$125K Buy
6,066
+124
+2% +$2.44K ﹤0.01% 2901
2025
Q3 		$111K Buy
5,942
+2,908
+96% +$55.6K ﹤0.01% 2905
2025
Q2 		$52K Sell
3,034
-1,530
-34% -$24.9K ﹤0.01% 3253
2025
Q1 		$75K Sell
4,564
-221
-5% -$4.02K ﹤0.01% 2662
2024
Q4 		$98K Sell
4,785
-229
-5% -$5.29K ﹤0.01% 2296
2024
Q3 		$115K Buy
5,014
+420
+9% +$9.17K ﹤0.01% 2119
2024
Q2 		$86K Buy
4,594
+818
+22% +$14.6K ﹤0.01% 2074
2024
Q1 		$68K Buy
3,776
+2
+0.1% +$35 ﹤0.01% 2106
2023
Q4 		$72K Sell
3,774
-112
-3% -$1.67K ﹤0.01% 1960
2023
Q3 		$50K Buy
3,886
+21
+0.5% +$286 ﹤0.01% 2064
2023
Q2 		$46K Buy
+3,865
New +$46.5K ﹤0.01% 2061
2022
Q4 		– Sell
-28
Closed -$1K – 4199
2022
Q3 		$1K Hold
28
– – ﹤0.01% 3732
2022
Q2 		$1K Buy
+28
New +$604 ﹤0.01% 3612

Other funds holding RBB

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its RBB Bancorp (RBB) stake by 2.4% in Q1 2026, buying an estimated $3.09K and bringing the position to 6,210 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Carson Wealth (CWM LLC) first reported a position in RBB in Q2 2022 and has held it in 14 quarters since. 120 funds tracked by Wall St. Rank hold RBB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,210 shares of RBB Bancorp worth $133K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 144 RBB Bancorp shares in Q1 2026, an estimated $3.09K.
  • RBB Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3041 holding.
  • Carson Wealth (CWM LLC) first reported a position in RBB Bancorp in Q2 2022 and has held it in 14 quarters since.
  • 120 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2026.

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