Carson Wealth (CWM LLC)’s Virginia National Bankshares VABK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.4K	Sell	716 -123	-15%	-$4.9K	﹤0.01%	4231
2025 Q4	$33K	Buy	839 +248	+42%	+$9.92K	﹤0.01%	3899
2025 Q3	$23K	Buy	591 +488	+474%	+$18.9K	﹤0.01%	4049
2025 Q2	$4K	Buy	103 +14	+16%	+$513	﹤0.01%	4720
2025 Q1	$3K	Buy	89 +8	+10%	+$289	﹤0.01%	4696
2024 Q4	$3K	Buy	81 +3	+4%	+$123	﹤0.01%	4463
2024 Q3	$3K	Buy	78 +52	+200%	+$1.95K	﹤0.01%	4326
2024 Q2	$1K	Buy	+26	New	+$758	﹤0.01%	4510

Other funds holding VABK

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Virginia National Bankshares (VABK) stake by 15% in Q1 2026, selling an estimated $4.9K and leaving 716 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

Carson Wealth (CWM LLC) first reported a position in VABK in Q2 2024 and has held it in 8 quarters since. The position peaked at $33K in Q4 2025. 91 funds tracked by Wall St. Rank hold VABK as of Q1 2026.

Carson Wealth (CWM LLC) held 716 shares of Virginia National Bankshares worth $27.4K as of Q1 2026.
Carson Wealth (CWM LLC) sold 123 Virginia National Bankshares shares in Q1 2026, an estimated $4.9K.
Virginia National Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4231 holding.
Carson Wealth (CWM LLC) first reported a position in Virginia National Bankshares in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Virginia National Bankshares position peaked at $33K in Q4 2025.
91 funds tracked by Wall St. Rank held Virginia National Bankshares as of Q1 2026.

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