Carson Wealth (CWM LLC)
RRBI icon

Carson Wealth (CWM LLC)’s Red River Bancshares RRBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RRBI Stock Details RRBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Buy
3,113
+373
+14% +$31.5K ﹤0.01% 2427
2025
Q4 		$196K Buy
2,740
+730
+36% +$49.9K ﹤0.01% 2591
2025
Q3 		$130K Buy
2,010
+1,167
+138% +$74.3K ﹤0.01% 2778
2025
Q2 		$49K Buy
843
+161
+24% +$8.73K ﹤0.01% 3302
2025
Q1 		$35K Buy
682
+125
+22% +$6.77K ﹤0.01% 3266
2024
Q4 		$30K Buy
557
+12
+2% +$665 ﹤0.01% 3179
2024
Q3 		$28K Buy
545
+196
+56% +$10.1K ﹤0.01% 3155
2024
Q2 		$17K Buy
349
+281
+413% +$13.2K ﹤0.01% 3232
2024
Q1 		$3K Buy
+68
New +$3.47K ﹤0.01% 3888

Other funds holding RRBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Red River Bancshares (RRBI) stake by 14% in Q1 2026, buying an estimated $31.5K and bringing the position to 3,113 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Carson Wealth (CWM LLC) first reported a position in RRBI in Q1 2024 and has held it in 9 quarters since. 124 funds tracked by Wall St. Rank hold RRBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,113 shares of Red River Bancshares worth $282K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 373 Red River Bancshares shares in Q1 2026, an estimated $31.5K.
  • Red River Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2427 holding.
  • Carson Wealth (CWM LLC) first reported a position in Red River Bancshares in Q1 2024 and has held it in 9 quarters since.
  • 124 funds tracked by Wall St. Rank held Red River Bancshares as of Q1 2026.

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