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

Carson Wealth (CWM LLC)’s Portfolio RVSB Stock Details RVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.8K	Sell	5,426 -556	-9%	-$2.93K	﹤0.01%	4169
2025 Q4	$30K	Buy	5,982 +456	+8%	+$2.39K	﹤0.01%	3956
2025 Q3	$30K	Buy	+5,526	New	+$28.7K	﹤0.01%	3886
2024 Q1	–	Sell	-500	Closed	-$3K	–	4694
2023 Q4	$3K	Hold	500	–	–	﹤0.01%	3736
2023 Q3	$3K	Buy	+500	New	+$2.83K	﹤0.01%	3699

Other funds holding RVSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIMC

Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Riverview Bancorp (RVSB) stake by 9.3% in Q1 2026, selling an estimated $2.93K and leaving 5,426 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

Carson Wealth (CWM LLC) first reported a position in RVSB in Q3 2023 and has held it in 5 quarters since. The position peaked at $30K in Q4 2025. 86 funds tracked by Wall St. Rank hold RVSB as of Q1 2026.

Carson Wealth (CWM LLC) held 5,426 shares of Riverview Bancorp worth $29.8K as of Q1 2026.
Carson Wealth (CWM LLC) sold 556 Riverview Bancorp shares in Q1 2026, an estimated $2.93K.
Riverview Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4169 holding.
Carson Wealth (CWM LLC) first reported a position in Riverview Bancorp in Q3 2023 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s Riverview Bancorp position peaked at $30K in Q4 2025.
86 funds tracked by Wall St. Rank held Riverview Bancorp as of Q1 2026.

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