Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SB Financial Group SBFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4K Sell
875
-65
-7% -$1.38K ﹤0.01% 4466
2025
Q4 		$21K Buy
940
+265
+39% +$5.49K ﹤0.01% 4148
2025
Q3 		$13K Buy
+675
New +$13.7K ﹤0.01% 4363

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SB Financial Group (SBFG) stake by 6.9% in Q1 2026, selling an estimated $1.38K and leaving 875 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4466.

Carson Wealth (CWM LLC) first reported a position in SBFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $21K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 875 shares of SB Financial Group worth $18.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 65 SB Financial Group shares in Q1 2026, an estimated $1.38K.
  • SB Financial Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4466 holding.
  • Carson Wealth (CWM LLC) first reported a position in SB Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s SB Financial Group position peaked at $21K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

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