Carson Wealth (CWM LLC)
SBC

Carson Wealth (CWM LLC)’s SBC Medical Group SBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08K Buy
738
+85
+13% +$355 ﹤0.01% 5175
2025
Q4 		$3K Sell
653
-496
-43% -$1.89K ﹤0.01% 5033
2025
Q3 		$5K Buy
+1,149
New +$5.18K ﹤0.01% 4778

Other funds holding SBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SBC Medical Group (SBC) stake by 13% in Q1 2026, buying an estimated $355 and bringing the position to 738 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #5175.

Carson Wealth (CWM LLC) first reported a position in SBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $5K in Q3 2025. 50 funds tracked by Wall St. Rank hold SBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 738 shares of SBC Medical Group worth $3.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 85 SBC Medical Group shares in Q1 2026, an estimated $355.
  • SBC Medical Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5175 holding.
  • Carson Wealth (CWM LLC) first reported a position in SBC Medical Group in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s SBC Medical Group position peaked at $5K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held SBC Medical Group as of Q1 2026.

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