Carson Wealth (CWM LLC)
UNB icon

Carson Wealth (CWM LLC)’s Union Bankshares UNB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.41K Buy
99
+55
+125% +$1.33K ﹤0.01% 5233
2025
Q4 		$1K Buy
44
+18
+69% +$424 ﹤0.01% 5295
2025
Q3 		$1K Buy
+26
New +$695 ﹤0.01% 5199

Other funds holding UNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) increased its Union Bankshares (UNB) stake by 125% in Q1 2026, buying an estimated $1.33K and bringing the position to 99 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5233.

Carson Wealth (CWM LLC) first reported a position in UNB in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 99 shares of Union Bankshares worth $2.41K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 55 Union Bankshares shares in Q1 2026, an estimated $1.33K.
  • Union Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5233 holding.
  • Carson Wealth (CWM LLC) first reported a position in Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

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