Carson Wealth (CWM LLC)
TOWN icon

Carson Wealth (CWM LLC)’s Towne Bank TOWN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11M Buy
122,083
+118,402
+3,217% +$4.11M 0.01% 892
2025
Q4 		$123K Sell
3,681
-1,355
-27% -$45.6K ﹤0.01% 2914
2025
Q3 		$174K Buy
5,036
+2,831
+128% +$101K ﹤0.01% 2552
2025
Q2 		$75K Buy
2,205
+598
+37% +$19.9K ﹤0.01% 2957
2025
Q1 		$55K Buy
1,607
+137
+9% +$4.82K ﹤0.01% 2904
2024
Q4 		$50K Buy
1,470
+303
+26% +$10.5K ﹤0.01% 2804
2024
Q3 		$39K Buy
1,167
+521
+81% +$16.7K ﹤0.01% 2889
2024
Q2 		$18K Buy
646
+619
+2,293% +$16.7K ﹤0.01% 3198
2024
Q1 		$1K Hold
27
– – ﹤0.01% 4225
2023
Q4 		$1K Sell
27
-9
-25% -$233 ﹤0.01% 4052
2023
Q3 		$1K Buy
36
+8
+29% +$193 ﹤0.01% 4090
2023
Q2 		$1K Sell
28
-443
-94% -$10.6K ﹤0.01% 4083
2023
Q1 		$13K Sell
471
-578
-55% -$17.1K ﹤0.01% 2818
2022
Q4 		$32K Buy
1,049
+777
+286% +$24.1K ﹤0.01% 2047
2022
Q3 		$7K Buy
272
+50
+23% +$1.44K ﹤0.01% 2925
2022
Q2 		$6K Sell
222
-319
-59% -$9.11K ﹤0.01% 2929
2022
Q1 		$16K Buy
541
+529
+4,408% +$16.7K ﹤0.01% 2230
2021
Q4 		$0 Buy
+12
New +$382 ﹤0.01% 3648

Other funds holding TOWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Towne Bank (TOWN) stake by 3,217% in Q1 2026, buying an estimated $4.11M and bringing the position to 122,083 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #892.

Carson Wealth (CWM LLC) first reported a position in TOWN in Q4 2021 and has held it in 18 quarters since. 287 funds tracked by Wall St. Rank hold TOWN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 122,083 shares of Towne Bank worth $4.11M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 118,402 Towne Bank shares in Q1 2026, an estimated $4.11M.
  • Towne Bank made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #892 holding.
  • Carson Wealth (CWM LLC) first reported a position in Towne Bank in Q4 2021 and has held it in 18 quarters since.
  • 287 funds tracked by Wall St. Rank held Towne Bank as of Q1 2026.

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