Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Westamerica Bancorp WABC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Buy
26,300
+1,348
+5% +$68.4K ﹤0.01% 1375
2025
Q4 		$1.19M Buy
24,952
+5,367
+27% +$257K ﹤0.01% 1393
2025
Q3 		$979K Buy
19,585
+12,133
+163% +$601K ﹤0.01% 1421
2025
Q2 		$361K Buy
7,452
+1,857
+33% +$89K ﹤0.01% 1755
2025
Q1 		$283K Sell
5,595
-78
-1% -$3.97K ﹤0.01% 1703
2024
Q4 		$298K Buy
5,673
+423
+8% +$22.6K ﹤0.01% 1596
2024
Q3 		$259K Buy
5,250
+1,601
+44% +$81.4K ﹤0.01% 1624
2024
Q2 		$177K Buy
3,649
+514
+16% +$24.6K ﹤0.01% 1647
2024
Q1 		$153K Buy
3,135
+2,235
+248% +$108K ﹤0.01% 1651
2023
Q4 		$51K Sell
900
-95
-10% -$4.71K ﹤0.01% 2175
2023
Q3 		$43K Sell
995
-66
-6% -$2.95K ﹤0.01% 2163
2023
Q2 		$41K Buy
1,061
+756
+248% +$30.2K ﹤0.01% 2126
2023
Q1 		$14K Buy
305
+139
+84% +$7.47K ﹤0.01% 2769
2022
Q4 		$10K Buy
166
+81
+95% +$4.76K ﹤0.01% 2820
2022
Q3 		$4K Buy
+85
New +$4.85K ﹤0.01% 3232

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Westamerica Bancorp (WABC) stake by 5.4% in Q1 2026, buying an estimated $68.4K and bringing the position to 26,300 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Carson Wealth (CWM LLC) first reported a position in WABC in Q3 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold WABC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,300 shares of Westamerica Bancorp worth $1.37M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,348 Westamerica Bancorp shares in Q1 2026, an estimated $68.4K.
  • Westamerica Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1375 holding.
  • Carson Wealth (CWM LLC) first reported a position in Westamerica Bancorp in Q3 2022 and has held it in 15 quarters since.
  • 204 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2026.

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